Principal Securities’s Capital Group Municipal Income ETF CGMU Stock Holding History

Principal Securities’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	$13.5M	Buy	498,585 +60,595	+14%	+$1.67M	0.2%	99
2025 Q4	$12M	Buy	437,990 +135,912	+45%	+$3.72M	0.19%	104
2025 Q3	$8.24M	Buy	302,078 +59,603	+25%	+$1.6M	0.14%	142
2025 Q2	$6.47M	Buy	242,475 +76,819	+46%	+$2.04M	0.12%	156
2025 Q1	$4.46M	Hold	165,656	–	–	0.1%	201
2024 Q4	$4.46M	Buy	165,656 +22,832	+16%	+$621K	0.1%	198
2024 Q3	$3.92M	Buy	142,824 +129,174	+946%	+$3.52M	0.09%	208
2024 Q2	$367K	Hold	13,650	–	–	0.01%	818
2024 Q1	$369K	Buy	13,650 +3,500	+34%	+$94.6K	0.01%	784
2023 Q4	$275K	Buy	+10,150	New	+$266K	0.01%	825

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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B 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 San Francisco, California $501B 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 Zurich, Switzerland $564B 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