Smith Thornton Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

Smith Thornton 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	$1.65M	Hold	60,210	–	–	0.73%	40
2026 Q1	$1.63M	Hold	60,210	–	–	0.82%	35
2025 Q4	$1.65M	Buy	60,210 +1,000	+2%	+$27.4K	0.84%	32
2025 Q3	$1.62M	Buy	59,210 +10,000	+20%	+$269K	0.85%	33
2025 Q2	$1.31M	Hold	49,210	–	–	0.76%	42
2025 Q1	$1.32M	Hold	49,210	–	–	0.82%	38
2024 Q4	$1.32M	Hold	49,210	–	–	0.84%	44
2024 Q3	$1.35M	Buy	49,210 +21,295	+76%	+$580K	0.89%	38
2024 Q2	$750K	Buy	+27,915	New	+$749K	0.55%	56

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

Smith Thornton Advisors's CGMU Position: Q2 2026 in Review

Smith Thornton Advisors held its Capital Group Municipal Income ETF (CGMU) position steady in Q2 2026 at 60,210 shares worth $1.65M. The position accounts for 0.73% of the portfolio, ranked #40.

Smith Thornton Advisors first reported a position in CGMU in Q2 2024 and has held it in 9 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Smith Thornton Advisors held 60,210 shares of Capital Group Municipal Income ETF worth $1.65M as of Q2 2026.
Smith Thornton Advisors left its Capital Group Municipal Income ETF share count unchanged in Q2 2026.
Capital Group Municipal Income ETF made up 0.73% of Smith Thornton Advisors's portfolio in Q2 2026, its #40 holding.
Smith Thornton Advisors first reported a position in Capital Group Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.