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Vicus Capital’s Capital Group Municipal Income ETF CGMU Stock Holding History

Vicus Capital’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 		$2.65M Buy
97,596
+5,624
+6% +$155K 0.19% 69
2025
Q4 		$2.52M Buy
91,972
+21,712
+31% +$594K 0.19% 70
2025
Q3 		$1.92M Buy
70,260
+42,692
+155% +$1.15M 0.15% 82
2025
Q2 		$736K Buy
+27,568
New +$732K 0.06% 118

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 $79.5B AUM 27.1% 1-Year Est. Return

Vicus Capital's CGMU Position: Q1 2026 in Review

Vicus Capital increased its Capital Group Municipal Income ETF (CGMU) stake by 6.1% in Q1 2026, buying an estimated $155K and bringing the position to 97,596 shares worth $2.65M. The position accounts for 0.19% of the portfolio, ranked #69.

Vicus Capital first reported a position in CGMU in Q2 2025 and has held it in 4 quarters since. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

  • Vicus Capital held 97,596 shares of Capital Group Municipal Income ETF worth $2.65M as of Q1 2026.
  • Vicus Capital bought 5,624 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $155K.
  • Capital Group Municipal Income ETF made up 0.19% of Vicus Capital's portfolio in Q1 2026, its #69 holding.
  • Vicus Capital first reported a position in Capital Group Municipal Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.