Rockefeller Capital Management
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Rockefeller Capital Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

Rockefeller Capital Management’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 		$6.73M Sell
245,076
-2,493
-1% -$68.2K 0.01% 849
2026
Q1 		$6.72M Sell
247,569
-15,610
-6% -$431K 0.01% 815
2025
Q4 		$7.21M Buy
263,179
+146,440
+125% +$4.01M 0.01% 765
2025
Q3 		$3.19M Buy
+116,739
New +$3.14M 0.01% 977

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Rockefeller Capital Management's CGMU Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Capital Group Municipal Income ETF (CGMU) stake by 1% in Q2 2026, selling an estimated $68.2K and leaving 245,076 shares worth $6.73M. The position accounts for 0.01% of the portfolio, ranked #849.

Rockefeller Capital Management first reported a position in CGMU in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.21M in Q4 2025. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Rockefeller Capital Management held 245,076 shares of Capital Group Municipal Income ETF worth $6.73M as of Q2 2026.
  • Rockefeller Capital Management sold 2,493 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $68.2K.
  • Capital Group Municipal Income ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #849 holding.
  • Rockefeller Capital Management first reported a position in Capital Group Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's Capital Group Municipal Income ETF position peaked at $7.21M in Q4 2025.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.