SFG
CGMU icon

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

Seamount Financial 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 		$640K Buy
23,301
+3,839
+20% +$105K 0.26% 83
2026
Q1 		$528K Buy
19,462
+3,340
+21% +$92.1K 0.24% 84
2025
Q4 		$441K Buy
16,122
+2,959
+22% +$81K 0.2% 93
2025
Q3 		$359K Buy
13,163
+464
+4% +$12.5K 0.17% 106
2025
Q2 		$339K Buy
12,699
+576
+5% +$15.3K 0.17% 103
2025
Q1 		$325K Buy
12,123
+856
+8% +$23.1K 0.22% 81
2024
Q4 		$303K Buy
+11,267
New +$306K 0.21% 83

Other funds holding CGMU

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

Seamount Financial Group's CGMU Position: Q2 2026 in Review

Seamount Financial Group increased its Capital Group Municipal Income ETF (CGMU) stake by 20% in Q2 2026, buying an estimated $105K and bringing the position to 23,301 shares worth $640K. The position accounts for 0.26% of the portfolio, ranked #83.

Seamount Financial Group first reported a position in CGMU in Q4 2024 and has held it in 7 quarters since. 164 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Seamount Financial Group held 23,301 shares of Capital Group Municipal Income ETF worth $640K as of Q2 2026.
  • Seamount Financial Group bought 3,839 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $105K.
  • Capital Group Municipal Income ETF made up 0.26% of Seamount Financial Group's portfolio in Q2 2026, its #83 holding.
  • Seamount Financial Group first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 164 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.