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Stonebridge Financial Group (Missouri)’s Capital Group Municipal Income ETF CGMU Stock Holding History

Stonebridge Financial Group (Missouri)’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 		$438K Buy
15,953
+7,505
+89% +$205K 0.29% 86
2026
Q1 		$229K Buy
+8,448
New +$233K 0.19% 140

Other funds holding CGMU

Capital International Investors
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LPL Financial
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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

Stonebridge Financial Group (Missouri)'s CGMU Position: Q2 2026 in Review

Stonebridge Financial Group (Missouri) increased its Capital Group Municipal Income ETF (CGMU) stake by 89% in Q2 2026, buying an estimated $205K and bringing the position to 15,953 shares worth $438K. The position accounts for 0.29% of the portfolio, ranked #86.

Stonebridge Financial Group (Missouri) first reported a position in CGMU in Q1 2026 and has held it in 2 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Stonebridge Financial Group (Missouri) held 15,953 shares of Capital Group Municipal Income ETF worth $438K as of Q2 2026.
  • Stonebridge Financial Group (Missouri) bought 7,505 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $205K.
  • Capital Group Municipal Income ETF made up 0.29% of Stonebridge Financial Group (Missouri)'s portfolio in Q2 2026, its #86 holding.
  • Stonebridge Financial Group (Missouri) first reported a position in Capital Group Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q2 2026, filed 24 Jul 2026.