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

Succession 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	$499K	Buy	+18,162	New	+$497K	0.47%	21

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

Succession Financial's CGMU Position: Q2 2026 in Review

Succession Financial opened a new position in Capital Group Municipal Income ETF (CGMU) in Q2 2026: 18,162 shares worth $499K. The stake represents 0.47% of the portfolio and ranks #21 among its holdings.

333 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Succession Financial held 18,162 shares of Capital Group Municipal Income ETF worth $499K as of Q2 2026.
Capital Group Municipal Income ETF was a new Succession Financial position in Q2 2026.
Capital Group Municipal Income ETF made up 0.47% of Succession Financial's portfolio in Q2 2026, its #21 holding.
333 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Succession Financial's 13F filing for Q2 2026, filed 7 Aug 2026.