Smartleaf Asset Management
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Smartleaf Asset Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

Smartleaf Asset Management’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
Q3 		$5.03K Hold
195
– – ﹤0.01% 2707
2026
Q2 		$5.38K Hold
195
– – ﹤0.01% 2650
2026
Q1 		$5.3K Sell
195
-1,012
-84% -$27.9K ﹤0.01% 2629
2025
Q4 		$33K Sell
1,207
-352
-23% -$9.6K ﹤0.01% 1761
2025
Q3 		$42.3K Buy
+1,559
New +$41.9K ﹤0.01% 1474

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Meeder Advisory Services
Meeder Advisory Services Dublin, Ohio $2.96B AUM 25.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Smartleaf Asset Management's CGMU Position: Q3 2026 in Review

Smartleaf Asset Management held its Capital Group Municipal Income ETF (CGMU) position steady in Q3 2026 at 195 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #2707.

Smartleaf Asset Management first reported a position in CGMU in Q3 2025 and has held it in 5 quarters since. The position peaked at $42.3K in Q3 2025. 344 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

  • Smartleaf Asset Management held 195 shares of Capital Group Municipal Income ETF worth $5.03K as of Q3 2026.
  • Smartleaf Asset Management left its Capital Group Municipal Income ETF share count unchanged in Q3 2026.
  • Capital Group Municipal Income ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #2707 holding.
  • Smartleaf Asset Management first reported a position in Capital Group Municipal Income ETF in Q3 2025 and has held it in 5 quarters since.
  • Smartleaf Asset Management's Capital Group Municipal Income ETF position peaked at $42.3K in Q3 2025.
  • 344 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.