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Steward Partners Investment Advisory’s Capital Group Municipal Income ETF CGMU Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$4.3M Buy
158,272
+43,019
+37% +$1.19M 0.02% 563
2025
Q4 		$3.16M Buy
115,253
+3,441
+3% +$94.2K 0.02% 621
2025
Q3 		$3.05M Buy
111,812
+35,978
+47% +$967K 0.02% 626
2025
Q2 		$2.02M Buy
75,834
+45,635
+151% +$1.21M 0.02% 718
2025
Q1 		$810K Buy
30,199
+15,096
+100% +$408K 0.01% 1001
2024
Q4 		$407K Buy
15,103
+10,549
+232% +$287K ﹤0.01% 1259
2024
Q3 		$125K Buy
4,554
+1,938
+74% +$52.8K ﹤0.01% 1769
2024
Q2 		$70.2K Buy
2,616
+1,873
+252% +$50.2K ﹤0.01% 1935
2024
Q1 		$20.1K Sell
743
-1,560
-68% -$42.2K ﹤0.01% 2525
2023
Q4 		$62.4K Buy
+2,303
New +$60.3K ﹤0.01% 1882

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Steward Partners Investment Advisory's CGMU Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Capital Group Municipal Income ETF (CGMU) stake by 37% in Q1 2026, buying an estimated $1.19M and bringing the position to 158,272 shares worth $4.3M. The position accounts for 0.02% of the portfolio, ranked #563.

Steward Partners Investment Advisory first reported a position in CGMU in Q4 2023 and has held it in 10 quarters since. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

  • Steward Partners Investment Advisory held 158,272 shares of Capital Group Municipal Income ETF worth $4.3M as of Q1 2026.
  • Steward Partners Investment Advisory bought 43,019 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $1.19M.
  • Capital Group Municipal Income ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #563 holding.
  • Steward Partners Investment Advisory first reported a position in Capital Group Municipal Income ETF in Q4 2023 and has held it in 10 quarters since.
  • 330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.