Private Advisor Group’s Capital Group Municipal Income ETF CGMU Stock Holding History

Private Advisor Group’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	$19.8M	Sell	722,530 -186,104	-20%	-$5.09M	0.09%	232
2026 Q1	$24.7M	Buy	908,634 +66,807	+8%	+$1.84M	0.12%	187
2025 Q4	$23M	Buy	841,827 +127,600	+18%	+$3.49M	0.11%	195
2025 Q3	$19.5M	Buy	714,227 +73,311	+11%	+$1.97M	0.1%	212
2025 Q2	$17.1M	Buy	640,916 +176,508	+38%	+$4.69M	0.09%	225
2025 Q1	$12.5M	Buy	464,408 +52,736	+13%	+$1.43M	0.08%	275
2024 Q4	$11.1M	Buy	411,672 +34,511	+9%	+$938K	0.06%	305
2024 Q3	$10.4M	Buy	377,161 +87,481	+30%	+$2.38M	0.06%	303
2024 Q2	$7.78M	Buy	289,680 +65,479	+29%	+$1.76M	0.05%	341
2024 Q1	$6.06M	Buy	224,201 +80,112	+56%	+$2.16M	0.04%	397
2023 Q4	$3.9M	Buy	144,089 +77,083	+115%	+$2.02M	0.03%	525
2023 Q3	$1.72M	Buy	67,006 +55,646	+490%	+$1.46M	0.02%	771
2023 Q2	$301K	Buy	+11,360	New	+$302K	﹤0.01%	1631

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

Private Advisor Group's CGMU Position: Q2 2026 in Review

Private Advisor Group reduced its Capital Group Municipal Income ETF (CGMU) stake by 20% in Q2 2026, selling an estimated $5.09M and leaving 722,530 shares worth $19.8M. The position accounts for 0.09% of the portfolio, ranked #232.

Private Advisor Group first reported a position in CGMU in Q2 2023 and has held it in 13 quarters since. The position peaked at $24.7M in Q1 2026. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Private Advisor Group held 722,530 shares of Capital Group Municipal Income ETF worth $19.8M as of Q2 2026.
Private Advisor Group sold 186,104 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $5.09M.
Capital Group Municipal Income ETF made up 0.09% of Private Advisor Group's portfolio in Q2 2026, its #232 holding.
Private Advisor Group first reported a position in Capital Group Municipal Income ETF in Q2 2023 and has held it in 13 quarters since.
Private Advisor Group's Capital Group Municipal Income ETF position peaked at $24.7M in Q1 2026.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.