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

ProCore 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 		$653K Hold
23,755
– – 0.81% 29
2026
Q1 		$645K Buy
23,755
+11,435
+93% +$315K 0.99% 23
2025
Q4 		$337K Buy
+12,320
New +$337K 0.35% 48

Other funds holding CGMU

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

ProCore Advisors's CGMU Position: Q2 2026 in Review

ProCore Advisors held its Capital Group Municipal Income ETF (CGMU) position steady in Q2 2026 at 23,755 shares worth $653K. The position accounts for 0.81% of the portfolio, ranked #29.

ProCore Advisors first reported a position in CGMU in Q4 2025 and has held it in 3 quarters since. 226 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • ProCore Advisors held 23,755 shares of Capital Group Municipal Income ETF worth $653K as of Q2 2026.
  • ProCore Advisors left its Capital Group Municipal Income ETF share count unchanged in Q2 2026.
  • Capital Group Municipal Income ETF made up 0.81% of ProCore Advisors's portfolio in Q2 2026, its #29 holding.
  • ProCore Advisors first reported a position in Capital Group Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 226 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on ProCore Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.