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

Stonebridge Financial Group (Pennsylvania)’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	$9.8M	Buy	356,633 +28,883	+9%	+$791K	0.74%	36
2026 Q1	$8.9M	Buy	327,750 +8,054	+3%	+$222K	0.73%	35
2025 Q4	$8.75M	Sell	319,696 -3,040	-0.9%	-$83.2K	0.75%	33
2025 Q3	$8.81M	Sell	322,736 -9,903	-3%	-$266K	0.78%	33
2025 Q2	$8.88M	Buy	+332,639	New	+$8.84M	0.86%	33

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Stonebridge Financial Group (Pennsylvania) increased its Capital Group Municipal Income ETF (CGMU) stake by 8.8% in Q2 2026, buying an estimated $791K and bringing the position to 356,633 shares worth $9.8M. The position accounts for 0.74% of the portfolio, ranked #36.

Stonebridge Financial Group (Pennsylvania) first reported a position in CGMU in Q2 2025 and has held it in 5 quarters since. 292 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 356,633 shares of Capital Group Municipal Income ETF worth $9.8M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 28,883 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $791K.
Capital Group Municipal Income ETF made up 0.74% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #36 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Capital Group Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
292 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.