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

Simplicity Wealth’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	$2.06M	Buy	74,849 +429	+0.6%	+$11.7K	0.07%	274
2026 Q1	$2.02M	Buy	74,420 +3,485	+5%	+$96.1K	0.11%	181
2025 Q4	$1.94M	Buy	70,935 +1,105	+2%	+$30.3K	0.12%	181
2025 Q3	$1.91M	Sell	69,830 -63,306	-48%	-$1.7M	0.11%	194
2025 Q2	$3.55M	Buy	133,136 +58,655	+79%	+$1.56M	0.15%	142
2025 Q1	$2M	Buy	+74,481	New	+$2.01M	0.16%	152
2024 Q4	–	Sell	-46,279	Closed	-$1.27M	–	362
2024 Q3	$1.27M	Buy	+46,279	New	+$1.26M	0.12%	159

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

Simplicity Wealth's CGMU Position: Q2 2026 in Review

Simplicity Wealth increased its Capital Group Municipal Income ETF (CGMU) stake by 0.58% in Q2 2026, buying an estimated $11.7K and bringing the position to 74,849 shares worth $2.06M. The position accounts for 0.07% of the portfolio, ranked #274.

Simplicity Wealth first reported a position in CGMU in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.55M in Q2 2025. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Simplicity Wealth held 74,849 shares of Capital Group Municipal Income ETF worth $2.06M as of Q2 2026.
Simplicity Wealth bought 429 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $11.7K.
Capital Group Municipal Income ETF made up 0.07% of Simplicity Wealth's portfolio in Q2 2026, its #274 holding.
Simplicity Wealth first reported a position in Capital Group Municipal Income ETF in Q3 2024 and has held it in 7 quarters since.
Simplicity Wealth's Capital Group Municipal Income ETF position peaked at $3.55M in Q2 2025.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.