Stephens Inc’s Capital Group Municipal Income ETF CGMU Stock Holding History

Stephens Inc’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	$5.39M	Buy	196,215 +82,680	+73%	+$2.26M	0.06%	293
2026 Q1	$3.08M	Buy	113,535 +37,790	+50%	+$1.04M	0.04%	390
2025 Q4	$2.07M	Buy	75,745 +22,835	+43%	+$625K	0.03%	470
2025 Q3	$1.44M	Buy	52,910 +2,785	+6%	+$74.9K	0.02%	552
2025 Q2	$1.34M	Sell	50,125 -4,960	-9%	-$132K	0.02%	557
2025 Q1	$1.48M	Buy	55,085 +8,245	+18%	+$223K	0.02%	536
2024 Q4	$1.26M	Buy	46,840 +5,445	+13%	+$148K	0.02%	544
2024 Q3	$1.14M	Buy	41,395 +85	+0.2%	+$2.32K	0.02%	570
2024 Q2	$1.11M	Buy	41,310 +355	+0.9%	+$9.52K	0.02%	560
2024 Q1	$1.11M	Buy	+40,955	New	+$1.11M	0.02%	556

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

Stephens Inc's CGMU Position: Q2 2026 in Review

Stephens Inc increased its Capital Group Municipal Income ETF (CGMU) stake by 73% in Q2 2026, buying an estimated $2.26M and bringing the position to 196,215 shares worth $5.39M. The position accounts for 0.06% of the portfolio, ranked #293.

Stephens Inc first reported a position in CGMU in Q1 2024 and has held it in 10 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Stephens Inc held 196,215 shares of Capital Group Municipal Income ETF worth $5.39M as of Q2 2026.
Stephens Inc bought 82,680 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $2.26M.
Capital Group Municipal Income ETF made up 0.06% of Stephens Inc's portfolio in Q2 2026, its #293 holding.
Stephens Inc first reported a position in Capital Group Municipal Income ETF in Q1 2024 and has held it in 10 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.