SEI Investments’s Capital Group Municipal Income ETF CGMU Stock Holding History

SEI Investments’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	$31.7M	Buy	1,154,308 +189,032	+20%	+$5.17M	0.03%	594
2026 Q1	$26.2M	Buy	965,276 +191,566	+25%	+$5.28M	0.02%	681
2025 Q4	$21.2M	Buy	773,710 +263,769	+52%	+$7.22M	0.02%	709
2025 Q3	$13.9M	Buy	509,941 +279,362	+121%	+$7.51M	0.02%	879
2025 Q2	$6.15M	Buy	+230,579	New	+$6.13M	0.01%	1175

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

SEI Investments's CGMU Position: Q2 2026 in Review

SEI Investments increased its Capital Group Municipal Income ETF (CGMU) stake by 20% in Q2 2026, buying an estimated $5.17M and bringing the position to 1,154,308 shares worth $31.7M. The position accounts for 0.03% of the portfolio, ranked #594.

SEI Investments first reported a position in CGMU in Q2 2025 and has held it in 5 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

SEI Investments held 1,154,308 shares of Capital Group Municipal Income ETF worth $31.7M as of Q2 2026.
SEI Investments bought 189,032 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $5.17M.
Capital Group Municipal Income ETF made up 0.03% of SEI Investments's portfolio in Q2 2026, its #594 holding.
SEI Investments first reported a position in Capital Group Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.