Sand Hill Global Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

Sand Hill Global 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	$512K	Buy	18,645 +591	+3%	+$16.2K	0.02%	154
2026 Q1	$490K	Sell	18,054 -2,235	-11%	-$61.6K	0.02%	143
2025 Q4	$556K	Buy	20,289 +930	+5%	+$25.5K	0.02%	138
2025 Q3	$528K	Buy	19,359 +218	+1%	+$5.86K	0.02%	141
2025 Q2	$511K	Buy	+19,141	New	+$508K	0.02%	145

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

Sand Hill Global Advisors's CGMU Position: Q2 2026 in Review

Sand Hill Global Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 3.3% in Q2 2026, buying an estimated $16.2K and bringing the position to 18,645 shares worth $512K. The position accounts for 0.02% of the portfolio, ranked #154.

Sand Hill Global Advisors first reported a position in CGMU in Q2 2025 and has held it in 5 quarters since. The position peaked at $556K in Q4 2025. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Sand Hill Global Advisors held 18,645 shares of Capital Group Municipal Income ETF worth $512K as of Q2 2026.
Sand Hill Global Advisors bought 591 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $16.2K.
Capital Group Municipal Income ETF made up 0.02% of Sand Hill Global Advisors's portfolio in Q2 2026, its #154 holding.
Sand Hill Global Advisors first reported a position in Capital Group Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
Sand Hill Global Advisors's Capital Group Municipal Income ETF position peaked at $556K in Q4 2025.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.