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Per Stirling Capital Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

Per Stirling Capital Management’s Portfolio CGMU Stock Details CGMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.71M Buy
136,802
+86,612
+173% +$2.39M 0.41% 63
2025
Q4 		$1.37M Buy
50,190
+10,116
+25% +$277K 0.15% 104
2025
Q3 		$1.09M Buy
40,074
+3,718
+10% +$100K 0.13% 112
2025
Q2 		$970K Sell
36,356
-282,680
-89% -$7.51M 0.13% 114
2025
Q1 		$8.56M Buy
319,036
+41,786
+15% +$1.13M 1.23% 20
2024
Q4 		$7.46M Buy
277,250
+8,216
+3% +$223K 1.06% 26
2024
Q3 		$7.39M Buy
+269,034
New +$7.33M 1.03% 28

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Per Stirling Capital Management's CGMU Position: Q1 2026 in Review

Per Stirling Capital Management increased its Capital Group Municipal Income ETF (CGMU) stake by 173% in Q1 2026, buying an estimated $2.39M and bringing the position to 136,802 shares worth $3.71M. The position accounts for 0.41% of the portfolio, ranked #63.

Per Stirling Capital Management first reported a position in CGMU in Q3 2024 and has held it in 7 quarters since. The position peaked at $8.56M in Q1 2025. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

  • Per Stirling Capital Management held 136,802 shares of Capital Group Municipal Income ETF worth $3.71M as of Q1 2026.
  • Per Stirling Capital Management bought 86,612 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $2.39M.
  • Capital Group Municipal Income ETF made up 0.41% of Per Stirling Capital Management's portfolio in Q1 2026, its #63 holding.
  • Per Stirling Capital Management first reported a position in Capital Group Municipal Income ETF in Q3 2024 and has held it in 7 quarters since.
  • Per Stirling Capital Management's Capital Group Municipal Income ETF position peaked at $8.56M in Q1 2025.
  • 330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.