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

Sovran 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 		$2.66M Buy
97,977
+12,231
+14% +$335K 0.2% 141
2026
Q1 		$2.34M Buy
85,746
+15,893
+23% +$438K 0.18% 137
2025
Q4 		$1.93M Buy
69,853
+10,639
+18% +$291K 0.16% 140
2025
Q3 		$1.63M Buy
59,214
+14,224
+32% +$382K 0.14% 154
2025
Q2 		$1.2M Buy
44,990
+10,663
+31% +$283K 0.13% 180
2025
Q1 		$906K Buy
34,327
+6,274
+22% +$170K 0.12% 183
2024
Q4 		$751K Buy
+28,053
New +$763K 0.11% 192

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

Sovran Advisors's CGMU Position: Q2 2026 in Review

Sovran Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 14% in Q2 2026, buying an estimated $335K and bringing the position to 97,977 shares worth $2.66M. The position accounts for 0.2% of the portfolio, ranked #141.

Sovran Advisors first reported a position in CGMU in Q4 2024 and has held it in 7 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Sovran Advisors held 97,977 shares of Capital Group Municipal Income ETF worth $2.66M as of Q2 2026.
  • Sovran Advisors bought 12,231 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $335K.
  • Capital Group Municipal Income ETF made up 0.2% of Sovran Advisors's portfolio in Q2 2026, its #141 holding.
  • Sovran Advisors first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.