Robinson Smith Wealth Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

Robinson Smith Wealth 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	$8.96M	Sell	326,095 -23,589	-7%	-$646K	5.37%	4
2026 Q1	$9.49M	Buy	349,684 +17,277	+5%	+$477K	6.42%	2
2025 Q4	$9.1M	Buy	332,407 +34,797	+12%	+$953K	6.22%	2
2025 Q3	$8.12M	Buy	297,610 +62,278	+26%	+$1.67M	5.83%	3
2025 Q2	$6.28M	Buy	235,332 +15,354	+7%	+$408K	5.02%	3
2025 Q1	$5.9M	Buy	219,978 +20,930	+11%	+$566K	4.94%	4
2024 Q4	$5.36M	Buy	199,048 +38,829	+24%	+$1.06M	4.54%	4
2024 Q3	$4.4M	Buy	160,219 +152,244	+1,909%	+$4.15M	3.74%	4
2024 Q2	$214K	Buy	+7,975	New	+$214K	0.19%	81

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

Robinson Smith Wealth Advisors's CGMU Position: Q2 2026 in Review

Robinson Smith Wealth Advisors reduced its Capital Group Municipal Income ETF (CGMU) stake by 6.7% in Q2 2026, selling an estimated $646K and leaving 326,095 shares worth $8.96M. The position accounts for 5.37% of the portfolio, ranked #4.

Robinson Smith Wealth Advisors first reported a position in CGMU in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.49M in Q1 2026. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Robinson Smith Wealth Advisors held 326,095 shares of Capital Group Municipal Income ETF worth $8.96M as of Q2 2026.
Robinson Smith Wealth Advisors sold 23,589 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $646K.
Capital Group Municipal Income ETF made up 5.37% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Robinson Smith Wealth Advisors first reported a position in Capital Group Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
Robinson Smith Wealth Advisors's Capital Group Municipal Income ETF position peaked at $9.49M in Q1 2026.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.