Stifel Financial
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Stifel Financial’s Capital Group Municipal Income ETF CGMU Stock Holding History

Stifel Financial’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 		$61.2M Buy
2,228,862
+136,486
+7% +$3.74M 0.05% 340
2026
Q1 		$56.8M Buy
2,092,376
+57,858
+3% +$1.6M 0.05% 336
2025
Q4 		$55.7M Buy
2,034,518
+236,595
+13% +$6.48M 0.05% 337
2025
Q3 		$49.1M Buy
1,797,923
+786,948
+78% +$21.2M 0.04% 362
2025
Q2 		$27M Buy
1,010,975
+57,626
+6% +$1.53M 0.03% 497
2025
Q1 		$25.6M Sell
953,349
-10,064
-1% -$272K 0.03% 489
2024
Q4 		$25.9M Sell
963,413
-7,306
-0.8% -$199K 0.03% 479
2024
Q3 		$26.7M Buy
970,719
+83,194
+9% +$2.27M 0.03% 471
2024
Q2 		$23.8M Sell
887,525
-35,468
-4% -$951K 0.03% 474
2024
Q1 		$24.9M Buy
922,993
+21,207
+2% +$573K 0.03% 470
2023
Q4 		$24.4M Buy
901,786
+789,965
+706% +$20.7M 0.03% 441
2023
Q3 		$2.87M Buy
111,821
+97,513
+682% +$2.56M ﹤0.01% 1355
2023
Q2 		$379K Buy
+14,308
New +$380K ﹤0.01% 2692

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

Stifel Financial's CGMU Position: Q2 2026 in Review

Stifel Financial increased its Capital Group Municipal Income ETF (CGMU) stake by 6.5% in Q2 2026, buying an estimated $3.74M and bringing the position to 2,228,862 shares worth $61.2M. The position accounts for 0.05% of the portfolio, ranked #340.

Stifel Financial first reported a position in CGMU in Q2 2023 and has held it in 13 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Stifel Financial held 2,228,862 shares of Capital Group Municipal Income ETF worth $61.2M as of Q2 2026.
  • Stifel Financial bought 136,486 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $3.74M.
  • Capital Group Municipal Income ETF made up 0.05% of Stifel Financial's portfolio in Q2 2026, its #340 holding.
  • Stifel Financial first reported a position in Capital Group Municipal Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.