SS
CGMU icon

Sunbelt Securities’s Capital Group Municipal Income ETF CGMU Stock Holding History

Sunbelt Securities’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
Q1 		$31K Sell
1,142
-1,233
-52% -$34K ﹤0.01% 1163
2025
Q4 		$65K Hold
2,375
– – ﹤0.01% 934
2025
Q3 		$64.8K Sell
2,375
-4,356
-65% -$117K ﹤0.01% 944
2025
Q2 		$181K Buy
6,731
+148
+2% +$3.93K 0.02% 612
2025
Q1 		$177K Sell
6,583
-148
-2% -$4K 0.02% 593
2024
Q4 		$181K Hold
6,731
– – 0.02% 614
2024
Q3 		$185K Hold
6,731
– – 0.02% 609
2024
Q2 		$181K Buy
6,731
+373
+6% +$10K 0.02% 579
2024
Q1 		$172K Hold
6,358
– – 0.02% 574
2023
Q4 		$172K Hold
6,358
– – 0.02% 537
2023
Q3 		$163K Buy
+6,358
New +$167K 0.02% 532

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sunbelt Securities's CGMU Position: Q1 2026 in Review

Sunbelt Securities reduced its Capital Group Municipal Income ETF (CGMU) stake by 52% in Q1 2026, selling an estimated $34K and leaving 1,142 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Sunbelt Securities first reported a position in CGMU in Q3 2023 and has held it in 11 quarters since. The position peaked at $185K in Q3 2024. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

  • Sunbelt Securities held 1,142 shares of Capital Group Municipal Income ETF worth $31K as of Q1 2026.
  • Sunbelt Securities sold 1,233 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $34K.
  • Capital Group Municipal Income ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1163 holding.
  • Sunbelt Securities first reported a position in Capital Group Municipal Income ETF in Q3 2023 and has held it in 11 quarters since.
  • Sunbelt Securities's Capital Group Municipal Income ETF position peaked at $185K in Q3 2024.
  • 330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.