Perspective Wealth Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

Perspective Wealth Advisors’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	$420K	Buy	+15,290	New	+$419K	0.23%	53

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

Perspective Wealth Advisors's CGMU Position: Q2 2026 in Review

Perspective Wealth Advisors opened a new position in Capital Group Municipal Income ETF (CGMU) in Q2 2026: 15,290 shares worth $420K. The stake represents 0.23% of the portfolio and ranks #53 among its holdings.

348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Perspective Wealth Advisors held 15,290 shares of Capital Group Municipal Income ETF worth $420K as of Q2 2026.
Capital Group Municipal Income ETF was a new Perspective Wealth Advisors position in Q2 2026.
Capital Group Municipal Income ETF made up 0.23% of Perspective Wealth Advisors's portfolio in Q2 2026, its #53 holding.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.