Prospera Financial Services
CGMU icon

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
Q3 		$1.74M Buy
65,047
+20,843
+47% +$562K 0.02% 637
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Prospera Financial Services's CGMU Position: Q3 2026 in Review

Prospera Financial Services increased its Capital Group Municipal Income ETF (CGMU) stake by 47% in Q3 2026, buying an estimated $562K and bringing the position to 65,047 shares worth $1.74M. The position accounts for 0.02% of the portfolio, ranked #637.

Prospera Financial Services first reported a position in CGMU in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.98M in Q1 2026. 254 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

  • Prospera Financial Services held 65,047 shares of Capital Group Municipal Income ETF worth $1.74M as of Q3 2026.
  • Prospera Financial Services bought 20,843 Capital Group Municipal Income ETF shares in Q3 2026, an estimated $562K.
  • Capital Group Municipal Income ETF made up 0.02% of Prospera Financial Services's portfolio in Q3 2026, its #637 holding.
  • Prospera Financial Services first reported a position in Capital Group Municipal Income ETF in Q3 2024 and has held it in 9 quarters since.
  • Prospera Financial Services's Capital Group Municipal Income ETF position peaked at $3.98M in Q1 2026.
  • 254 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.