RYIA
CGMU icon

Roehl & Yi Investment Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

Roehl & Yi Investment 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 		$591K Buy
21,508
+8,989
+72% +$246K 0.19% 103
2026
Q1 		$340K Buy
+12,519
New +$345K 0.13% 129

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 22.96% 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

Roehl & Yi Investment Advisors's CGMU Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 72% in Q2 2026, buying an estimated $246K and bringing the position to 21,508 shares worth $591K. The position accounts for 0.19% of the portfolio, ranked #103.

Roehl & Yi Investment Advisors first reported a position in CGMU in Q1 2026 and has held it in 2 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Roehl & Yi Investment Advisors held 21,508 shares of Capital Group Municipal Income ETF worth $591K as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 8,989 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $246K.
  • Capital Group Municipal Income ETF made up 0.19% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #103 holding.
  • Roehl & Yi Investment Advisors first reported a position in Capital Group Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.