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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
Q2 		$14.8M Buy
539,112
+40,527
+8% +$1.11M 0.18% 111
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 $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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

Principal Securities's CGMU Position: Q2 2026 in Review

Principal Securities increased its Capital Group Municipal Income ETF (CGMU) stake by 8.1% in Q2 2026, buying an estimated $1.11M and bringing the position to 539,112 shares worth $14.8M. The position accounts for 0.18% of the portfolio, ranked #111.

Principal Securities first reported a position in CGMU in Q4 2023 and has held it in 11 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Principal Securities held 539,112 shares of Capital Group Municipal Income ETF worth $14.8M as of Q2 2026.
  • Principal Securities bought 40,527 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $1.11M.
  • Capital Group Municipal Income ETF made up 0.18% of Principal Securities's portfolio in Q2 2026, its #111 holding.
  • Principal Securities first reported a position in Capital Group Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.