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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
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

Other funds holding CGMU

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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

Root Financial Partners's CGMU Position: Q2 2026 in Review

Root Financial Partners sold out of Capital Group Municipal Income ETF (CGMU) in Q2 2026, closing a stake of 3,756 shares — an estimated $102K sold.

Root Financial Partners first reported a position in CGMU in Q3 2025 and held it in 3 quarters. The position peaked at $103K in Q4 2025. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Root Financial Partners reported no remaining Capital Group Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 3,756 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $102K.
  • Root Financial Partners first reported a position in Capital Group Municipal Income ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Capital Group Municipal Income ETF position peaked at $103K in Q4 2025.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.