Signature Estate & Investment Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

Signature Estate & Investment 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	$827K	Buy	30,089 +241	+0.8%	+$6.6K	0.01%	323
2026 Q1	$810K	Buy	29,848 +16,567	+125%	+$457K	0.02%	309
2025 Q4	$364K	Buy	13,281 +117	+0.9%	+$3.2K	0.01%	464
2025 Q3	$359K	Buy	13,164 +110	+0.8%	+$2.96K	0.01%	449
2025 Q2	$348K	Buy	13,054 +108	+0.8%	+$2.87K	0.01%	428
2025 Q1	$347K	Buy	+12,946	New	+$350K	0.01%	412

Other funds holding CGMU

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Signature Estate & Investment Advisors's CGMU Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 0.81% in Q2 2026, buying an estimated $6.6K and bringing the position to 30,089 shares worth $827K. The position accounts for 0.01% of the portfolio, ranked #323.

Signature Estate & Investment Advisors first reported a position in CGMU in Q1 2025 and has held it in 6 quarters since. 237 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Signature Estate & Investment Advisors held 30,089 shares of Capital Group Municipal Income ETF worth $827K as of Q2 2026.
Signature Estate & Investment Advisors bought 241 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $6.6K.
Capital Group Municipal Income ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #323 holding.
Signature Estate & Investment Advisors first reported a position in Capital Group Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
237 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.