Raymond James Financial
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Raymond James Financial’s Capital Group Municipal Income ETF CGMU Stock Holding History

Raymond James Financial’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
Q1 		$76.7M Buy
2,826,031
+894,760
+46% +$24.7M 0.02% 626
2025
Q4 		$52.9M Buy
1,931,271
+429,952
+29% +$11.8M 0.02% 795
2025
Q3 		$41M Buy
1,501,319
+348,958
+30% +$9.38M 0.01% 922
2025
Q2 		$30.8M Buy
1,152,361
+360,770
+46% +$9.58M 0.01% 1071
2025
Q1 		$21.2M Buy
791,591
+374,330
+90% +$10.1M 0.01% 1256
2024
Q4 		$11.2M Buy
+417,261
New +$11.3M ﹤0.01% 1760

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial's CGMU Position: Q1 2026 in Review

Raymond James Financial increased its Capital Group Municipal Income ETF (CGMU) stake by 46% in Q1 2026, buying an estimated $24.7M and bringing the position to 2,826,031 shares worth $76.7M. The position accounts for 0.02% of the portfolio, ranked #626.

Raymond James Financial first reported a position in CGMU in Q4 2024 and has held it in 6 quarters since. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

  • Raymond James Financial held 2,826,031 shares of Capital Group Municipal Income ETF worth $76.7M as of Q1 2026.
  • Raymond James Financial bought 894,760 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $24.7M.
  • Capital Group Municipal Income ETF made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #626 holding.
  • Raymond James Financial first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.