Sigma Planning Corp’s Capital Group Municipal Income ETF CGMU Stock Holding History

Sigma Planning Corp’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	$726K	Buy	26,418 +3,294	+14%	+$90.2K	0.02%	732
2026 Q1	$628K	Buy	23,124 +1,354	+6%	+$37.3K	0.02%	751
2025 Q4	$596K	Buy	21,770 +2,010	+10%	+$55K	0.02%	735
2025 Q3	$539K	Buy	19,760 +797	+4%	+$21.4K	0.02%	783
2025 Q2	$506K	Buy	18,963 +4,360	+30%	+$116K	0.02%	777
2025 Q1	$392K	Buy	14,603 +1,927	+15%	+$52.1K	0.01%	823
2024 Q4	$341K	Buy	12,676 +658	+5%	+$17.9K	0.01%	886
2024 Q3	$330K	Buy	12,018 +1,819	+18%	+$49.6K	0.01%	919
2024 Q2	$274K	Sell	10,199 -2,419	-19%	-$64.9K	0.01%	961
2024 Q1	$341K	Buy	+12,618	New	+$341K	0.01%	901
2023 Q4	–	Sell	-11,766	Closed	-$302K	–	895
2023 Q3	$302K	Buy	+11,766	New	+$309K	0.01%	917

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

Sigma Planning Corp's CGMU Position: Q2 2026 in Review

Sigma Planning Corp increased its Capital Group Municipal Income ETF (CGMU) stake by 14% in Q2 2026, buying an estimated $90.2K and bringing the position to 26,418 shares worth $726K. The position accounts for 0.02% of the portfolio, ranked #732.

Sigma Planning Corp first reported a position in CGMU in Q3 2023 and has held it in 11 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Sigma Planning Corp held 26,418 shares of Capital Group Municipal Income ETF worth $726K as of Q2 2026.
Sigma Planning Corp bought 3,294 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $90.2K.
Capital Group Municipal Income ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #732 holding.
Sigma Planning Corp first reported a position in Capital Group Municipal Income ETF in Q3 2023 and has held it in 11 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.