Richards, Merrill & Peterson’s Capital Group Municipal Income ETF CGMU Stock Holding History

Richards, Merrill & Peterson’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	$245K	Hold	8,925	–	–	0.08%	176
2026 Q1	$242K	Hold	8,925	–	–	0.09%	169
2025 Q4	$244K	Buy	8,925 +1,000	+13%	+$27.4K	0.09%	160
2025 Q3	$216K	Hold	7,925	–	–	0.09%	159
2025 Q2	$212K	Buy	7,925 +1,850	+30%	+$49.1K	0.1%	155
2025 Q1	$163K	Hold	6,075	–	–	0.08%	154
2024 Q4	$164K	Buy	+6,075	New	+$165K	0.09%	146

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

Richards, Merrill & Peterson's CGMU Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Capital Group Municipal Income ETF (CGMU) position steady in Q2 2026 at 8,925 shares worth $245K. The position accounts for 0.08% of the portfolio, ranked #176.

Richards, Merrill & Peterson first reported a position in CGMU in Q4 2024 and has held it in 7 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Richards, Merrill & Peterson held 8,925 shares of Capital Group Municipal Income ETF worth $245K as of Q2 2026.
Richards, Merrill & Peterson left its Capital Group Municipal Income ETF share count unchanged in Q2 2026.
Capital Group Municipal Income ETF made up 0.08% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #176 holding.
Richards, Merrill & Peterson first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.