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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
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 $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sittner & Nelson's CGMU Position: Q1 2026 in Review

Sittner & Nelson held its Capital Group Municipal Income ETF (CGMU) position steady in Q1 2026 at 8,000 shares worth $217K. The position accounts for 0.08% of the portfolio, ranked #161.

Sittner & Nelson first reported a position in CGMU in Q4 2025 and has held it in 2 quarters since. The position peaked at $222K in Q4 2025. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

  • Sittner & Nelson held 8,000 shares of Capital Group Municipal Income ETF worth $217K as of Q1 2026.
  • Sittner & Nelson left its Capital Group Municipal Income ETF share count unchanged in Q1 2026.
  • Capital Group Municipal Income ETF made up 0.08% of Sittner & Nelson's portfolio in Q1 2026, its #161 holding.
  • Sittner & Nelson first reported a position in Capital Group Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Sittner & Nelson's Capital Group Municipal Income ETF position peaked at $222K in Q4 2025.
  • 330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.