Spinnaker Investment Group’s Capital Group Municipal Income ETF CGMU Stock Holding History

Spinnaker Investment Group’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	$1.33M	Sell	48,538 -8,454	-15%	-$231K	0.21%	47
2026 Q1	$1.55M	Buy	56,992 +5,817	+11%	+$160K	0.32%	31
2025 Q4	$1.4M	Buy	51,175 +1,684	+3%	+$46.1K	0.25%	35
2025 Q3	$1.35M	Buy	49,491 +1,207	+2%	+$32.4K	0.25%	28
2025 Q2	$1.29M	Sell	48,284 -1,271	-3%	-$33.8K	0.3%	25
2025 Q1	$1.33M	Buy	+49,555	New	+$1.34M	0.3%	27

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

Spinnaker Investment Group's CGMU Position: Q2 2026 in Review

Spinnaker Investment Group reduced its Capital Group Municipal Income ETF (CGMU) stake by 15% in Q2 2026, selling an estimated $231K and leaving 48,538 shares worth $1.33M. The position accounts for 0.21% of the portfolio, ranked #47.

Spinnaker Investment Group first reported a position in CGMU in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.55M in Q1 2026. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Spinnaker Investment Group held 48,538 shares of Capital Group Municipal Income ETF worth $1.33M as of Q2 2026.
Spinnaker Investment Group sold 8,454 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $231K.
Capital Group Municipal Income ETF made up 0.21% of Spinnaker Investment Group's portfolio in Q2 2026, its #47 holding.
Spinnaker Investment Group first reported a position in Capital Group Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
Spinnaker Investment Group's Capital Group Municipal Income ETF position peaked at $1.55M in Q1 2026.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.