Stratos Wealth Partners’s Capital Group Municipal Income ETF CGMU Stock Holding History

Stratos Wealth Partners’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	$665K	Buy	24,221 +2,208	+10%	+$60.4K	0.01%	1015
2026 Q1	$598K	Buy	22,013 +6,083	+38%	+$168K	0.01%	993
2025 Q4	$436K	Buy	15,930 +1,430	+10%	+$39.2K	﹤0.01%	1103
2025 Q3	$396K	Buy	14,500 +4,121	+40%	+$111K	﹤0.01%	1117
2025 Q2	$277K	Buy	+10,379	New	+$276K	﹤0.01%	1173

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

Stratos Wealth Partners's CGMU Position: Q2 2026 in Review

Stratos Wealth Partners increased its Capital Group Municipal Income ETF (CGMU) stake by 10% in Q2 2026, buying an estimated $60.4K and bringing the position to 24,221 shares worth $665K. The position accounts for 0.01% of the portfolio, ranked #1015.

Stratos Wealth Partners first reported a position in CGMU in Q2 2025 and has held it in 5 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Stratos Wealth Partners held 24,221 shares of Capital Group Municipal Income ETF worth $665K as of Q2 2026.
Stratos Wealth Partners bought 2,208 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $60.4K.
Capital Group Municipal Income ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1015 holding.
Stratos Wealth Partners first reported a position in Capital Group Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.