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 Q2	$9.49M	Buy	345,566 +208,764	+153%	+$5.71M	0.9%	35
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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Per Stirling Capital Management's CGMU Position: Q2 2026 in Review

Per Stirling Capital Management increased its Capital Group Municipal Income ETF (CGMU) stake by 153% in Q2 2026, buying an estimated $5.71M and bringing the position to 345,566 shares worth $9.49M. The position accounts for 0.9% of the portfolio, ranked #35.

Per Stirling Capital Management first reported a position in CGMU in Q3 2024 and has held it in 8 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Per Stirling Capital Management held 345,566 shares of Capital Group Municipal Income ETF worth $9.49M as of Q2 2026.
Per Stirling Capital Management bought 208,764 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $5.71M.
Capital Group Municipal Income ETF made up 0.9% of Per Stirling Capital Management's portfolio in Q2 2026, its #35 holding.
Per Stirling Capital Management first reported a position in Capital Group Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.