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Pinnacle Financial Partners (Georgia)’s Capital Group Municipal Income ETF CGMU Stock Holding History

Pinnacle Financial Partners (Georgia)’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 		$471K Buy
17,156
+3,723
+28% +$102K ﹤0.01% 863
2026
Q1 		$365K Sell
13,433
-6,538
-33% -$180K ﹤0.01% 890
2025
Q4 		$547K Buy
+19,971
New +$547K ﹤0.01% 764

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pinnacle Financial Partners (Georgia)'s CGMU Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) increased its Capital Group Municipal Income ETF (CGMU) stake by 28% in Q2 2026, buying an estimated $102K and bringing the position to 17,156 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Pinnacle Financial Partners (Georgia) first reported a position in CGMU in Q4 2025 and has held it in 3 quarters since. The position peaked at $547K in Q4 2025. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 17,156 shares of Capital Group Municipal Income ETF worth $471K as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) bought 3,723 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $102K.
  • Capital Group Municipal Income ETF made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #863 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in Capital Group Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Financial Partners (Georgia)'s Capital Group Municipal Income ETF position peaked at $547K in Q4 2025.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.