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Sittner & Nelson’s Capital Group Municipal Income ETF CGMU Stock Holding History

Sittner & Nelson’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 		$681K Buy
24,795
+16,795
+210% +$460K 0.21% 89
2026
Q1 		$217K Hold
8,000
– – 0.08% 161
2025
Q4 		$222K Buy
+8,000
New +$219K 0.08% 155

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sittner & Nelson's CGMU Position: Q2 2026 in Review

Sittner & Nelson increased its Capital Group Municipal Income ETF (CGMU) stake by 210% in Q2 2026, buying an estimated $460K and bringing the position to 24,795 shares worth $681K. The position accounts for 0.21% of the portfolio, ranked #89.

Sittner & Nelson first reported a position in CGMU in Q4 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Sittner & Nelson held 24,795 shares of Capital Group Municipal Income ETF worth $681K as of Q2 2026.
  • Sittner & Nelson bought 16,795 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $460K.
  • Capital Group Municipal Income ETF made up 0.21% of Sittner & Nelson's portfolio in Q2 2026, its #89 holding.
  • Sittner & Nelson first reported a position in Capital Group Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.