SWMG
CGMU icon

Sard Wealth Management Group’s Capital Group Municipal Income ETF CGMU Stock Holding History

Sard Wealth Management Group’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 		$552K Buy
20,099
+160
+0.8% +$4.38K 0.26% 35
2026
Q1 		$541K Buy
19,939
+1,952
+11% +$53.8K 0.29% 31
2025
Q4 		$492K Buy
+17,987
New +$493K 0.27% 32

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

Sard Wealth Management Group's CGMU Position: Q2 2026 in Review

Sard Wealth Management Group increased its Capital Group Municipal Income ETF (CGMU) stake by 0.8% in Q2 2026, buying an estimated $4.38K and bringing the position to 20,099 shares worth $552K. The position accounts for 0.26% of the portfolio, ranked #35.

Sard Wealth Management Group first reported a position in CGMU in Q4 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Sard Wealth Management Group held 20,099 shares of Capital Group Municipal Income ETF worth $552K as of Q2 2026.
  • Sard Wealth Management Group bought 160 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $4.38K.
  • Capital Group Municipal Income ETF made up 0.26% of Sard Wealth Management Group's portfolio in Q2 2026, its #35 holding.
  • Sard Wealth Management Group first reported a position in Capital Group Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.