Root Financial Partners
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Root Financial Partners’s Capital Group Municipal Income ETF CGMU Stock Holding History

Root Financial Partners’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
Q3 		$97.3K Buy
+3,750
New +$101K ﹤0.01% 743
2026
Q2 		– Sell
-3,756
Closed -$102K – 912
2026
Q1 		$102K Buy
3,756
+6
+0.2% +$165 ﹤0.01% 554
2025
Q4 		$103K Hold
3,750
– – 0.01% 462
2025
Q3 		$102K Buy
+3,750
New +$101K 0.01% 438

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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Meeder Advisory Services
Meeder Advisory Services Dublin, Ohio $2.96B AUM 25.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Root Financial Partners's CGMU Position: Q3 2026 in Review

Root Financial Partners opened a new position in Capital Group Municipal Income ETF (CGMU) in Q3 2026: 3,750 shares worth $97.3K. The stake represents ﹤0.01% of the portfolio and ranks #743 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CGMU as recently as Q1 2026.

Root Financial Partners first reported a position in CGMU in Q3 2025 and has held it in 4 quarters since. The position peaked at $103K in Q4 2025. 344 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

  • Root Financial Partners held 3,750 shares of Capital Group Municipal Income ETF worth $97.3K as of Q3 2026.
  • Capital Group Municipal Income ETF was a new Root Financial Partners position in Q3 2026.
  • Capital Group Municipal Income ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #743 holding.
  • Root Financial Partners first reported a position in Capital Group Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Capital Group Municipal Income ETF position peaked at $103K in Q4 2025.
  • 344 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.