U.S. Capital Wealth Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

U.S. Capital Wealth Advisors’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	$6.26M	Buy	230,602 +10,314	+5%	+$284K	0.16%	154
2025 Q4	$6.03M	Buy	220,288 +10,940	+5%	+$300K	0.16%	164
2025 Q3	$5.71M	Buy	209,348 +35,669	+21%	+$959K	0.15%	156
2025 Q2	$4.64M	Buy	173,679 +40,398	+30%	+$1.07M	0.14%	171
2025 Q1	$3.57M	Buy	133,281 +9,570	+8%	+$259K	0.11%	197
2024 Q4	$3.33M	Buy	123,711 +6,521	+6%	+$177K	0.1%	202
2024 Q3	$3.22M	Buy	117,190 +2,368	+2%	+$64.5K	0.11%	173
2024 Q2	$3.08M	Buy	114,822 +16,025	+16%	+$430K	0.12%	167
2024 Q1	$2.67M	Buy	98,797 +31,249	+46%	+$844K	0.1%	190
2023 Q4	$1.83M	Buy	67,548 +53,448	+379%	+$1.4M	0.07%	245
2023 Q3	$362K	Buy	+14,100	New	+$371K	0.02%	488

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's CGMU Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 4.7% in Q1 2026, buying an estimated $284K and bringing the position to 230,602 shares worth $6.26M. The position accounts for 0.16% of the portfolio, ranked #154.

U.S. Capital Wealth Advisors first reported a position in CGMU in Q3 2023 and has held it in 11 quarters since. 332 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

U.S. Capital Wealth Advisors held 230,602 shares of Capital Group Municipal Income ETF worth $6.26M as of Q1 2026.
U.S. Capital Wealth Advisors bought 10,314 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $284K.
Capital Group Municipal Income ETF made up 0.16% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #154 holding.
U.S. Capital Wealth Advisors first reported a position in Capital Group Municipal Income ETF in Q3 2023 and has held it in 11 quarters since.
332 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.