Prospera Financial Services’s Capital Group Municipal Income ETF CGMU Stock Holding History

Prospera Financial Services’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	$1.21M	Sell	44,204 -102,412	-70%	-$2.8M	0.02%	686
2026 Q1	$3.98M	Buy	146,616 +2,107	+1%	+$58.1K	0.06%	315
2025 Q4	$3.96M	Buy	144,509 +14,735	+11%	+$403K	0.06%	298
2025 Q3	$3.54M	Buy	129,774 +289	+0.2%	+$7.77K	0.06%	331
2025 Q2	$3.46M	Buy	129,485 +7,938	+7%	+$211K	0.06%	313
2025 Q1	$3.26M	Buy	121,547 +110,152	+967%	+$2.98M	0.07%	264
2024 Q4	$307K	Buy	11,395 +1,986	+21%	+$54K	0.01%	927
2024 Q3	$258K	Buy	+9,409	New	+$256K	0.01%	972

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

Prospera Financial Services's CGMU Position: Q2 2026 in Review

Prospera Financial Services reduced its Capital Group Municipal Income ETF (CGMU) stake by 70% in Q2 2026, selling an estimated $2.8M and leaving 44,204 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #686.

Prospera Financial Services first reported a position in CGMU in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.98M in Q1 2026. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Prospera Financial Services held 44,204 shares of Capital Group Municipal Income ETF worth $1.21M as of Q2 2026.
Prospera Financial Services sold 102,412 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $2.8M.
Capital Group Municipal Income ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #686 holding.
Prospera Financial Services first reported a position in Capital Group Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
Prospera Financial Services's Capital Group Municipal Income ETF position peaked at $3.98M in Q1 2026.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.