Royal Harbor Partners’s Capital Group Municipal Income ETF CGMU Stock Holding History

Royal Harbor 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	-453,277	Closed	-$12.3M	–	57
2026 Q1	$12.3M	Buy	453,277 +10,106	+2%	+$279K	4.17%	10
2025 Q4	$12.1M	Buy	443,171 +18,465	+4%	+$506K	4.01%	8
2025 Q3	$11.6M	Buy	424,706 +141,971	+50%	+$3.82M	3.93%	8
2025 Q2	$7.55M	Sell	282,735 -1,786	-0.6%	-$47.4K	2.76%	14
2025 Q1	$7.63M	Sell	284,521 -1,232	-0.4%	-$33.3K	2.96%	12
2024 Q4	$7.69M	Sell	285,753 -260	-0.1%	-$7.07K	2.9%	14
2024 Q3	$7.85M	Buy	286,013 +23,307	+9%	+$635K	3.05%	15
2024 Q2	$7.05M	Buy	262,706 +205,528	+359%	+$5.51M	2.92%	15
2024 Q1	$1.54M	Buy	57,178 +21,567	+61%	+$583K	0.67%	26
2023 Q4	$964K	Buy	+35,611	New	+$932K	0.45%	29

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

Royal Harbor Partners's CGMU Position: Q2 2026 in Review

Royal Harbor Partners sold out of Capital Group Municipal Income ETF (CGMU) in Q2 2026, closing a stake of 453,277 shares — an estimated $12.3M sold.

Royal Harbor Partners first reported a position in CGMU in Q4 2023 and held it in 10 quarters. The position peaked at $12.3M in Q1 2026. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Royal Harbor Partners reported no remaining Capital Group Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
Royal Harbor Partners sold 453,277 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $12.3M.
Royal Harbor Partners first reported a position in Capital Group Municipal Income ETF in Q4 2023 and held it in 10 quarters.
Royal Harbor Partners's Capital Group Municipal Income ETF position peaked at $12.3M in Q1 2026.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Royal Harbor Partners's 13F filing for Q2 2026, filed 27 Jul 2026.