Vestmark Advisory Solutions’s Capital Group Municipal Income ETF CGMU Stock Holding History

Vestmark Advisory Solutions’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	$35.9M	Sell	1,308,396 -31	-0%	-$849	0.34%	66
2026 Q1	$35.5M	Buy	1,308,427 +158,468	+14%	+$4.37M	0.39%	55
2025 Q4	$31.5M	Buy	1,149,959 +91,014	+9%	+$2.49M	0.42%	43
2025 Q3	$28.9M	Sell	1,058,945 -889,805	-46%	-$23.9M	0.55%	34
2025 Q2	$52M	Buy	1,948,750 +1,027,021	+111%	+$27.3M	0.75%	25
2025 Q1	$24.7M	Buy	921,729 +49,044	+6%	+$1.33M	0.64%	32
2024 Q4	$23.5M	Buy	872,685 +135,556	+18%	+$3.69M	0.81%	21
2024 Q3	$20.2M	Buy	+737,129	New	+$20.1M	0.75%	25

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

Vestmark Advisory Solutions's CGMU Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its Capital Group Municipal Income ETF (CGMU) stake by 0% in Q2 2026, selling an estimated $849 and leaving 1,308,396 shares worth $35.9M. The position accounts for 0.34% of the portfolio, ranked #66.

Vestmark Advisory Solutions first reported a position in CGMU in Q3 2024 and has held it in 8 quarters since. The position peaked at $52M in Q2 2025. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Vestmark Advisory Solutions held 1,308,396 shares of Capital Group Municipal Income ETF worth $35.9M as of Q2 2026.
Vestmark Advisory Solutions sold 31 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $849.
Capital Group Municipal Income ETF made up 0.34% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #66 holding.
Vestmark Advisory Solutions first reported a position in Capital Group Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
Vestmark Advisory Solutions's Capital Group Municipal Income ETF position peaked at $52M in Q2 2025.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.