Valmark Advisers’s Capital Group Municipal Income ETF CGMU Stock Holding History

Valmark Advisers’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	$3.22M	Buy	117,301 +20,960	+22%	+$574K	0.03%	201
2026 Q1	$2.62M	Buy	96,341 +25,015	+35%	+$690K	0.03%	208
2025 Q4	$1.95M	Buy	71,326 +11,632	+19%	+$318K	0.02%	246
2025 Q3	$1.63M	Buy	59,694 +9,477	+19%	+$255K	0.02%	264
2025 Q2	$1.34M	Buy	50,217 +4,373	+10%	+$116K	0.02%	282
2025 Q1	$1.23M	Buy	45,844 +6,318	+16%	+$171K	0.02%	282
2024 Q4	$1.06M	Buy	+39,526	New	+$1.07M	0.02%	298
2024 Q3	–	Sell	-8,600	Closed	-$231K	–	584
2024 Q2	$231K	Buy	+8,600	New	+$231K	﹤0.01%	524

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

Valmark Advisers's CGMU Position: Q2 2026 in Review

Valmark Advisers increased its Capital Group Municipal Income ETF (CGMU) stake by 22% in Q2 2026, buying an estimated $574K and bringing the position to 117,301 shares worth $3.22M. The position accounts for 0.03% of the portfolio, ranked #201.

Valmark Advisers first reported a position in CGMU in Q2 2024 and has held it in 8 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Valmark Advisers held 117,301 shares of Capital Group Municipal Income ETF worth $3.22M as of Q2 2026.
Valmark Advisers bought 20,960 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $574K.
Capital Group Municipal Income ETF made up 0.03% of Valmark Advisers's portfolio in Q2 2026, its #201 holding.
Valmark Advisers first reported a position in Capital Group Municipal Income ETF in Q2 2024 and has held it in 8 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.