Visionary Wealth Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

Visionary 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 Q2	$7.18M	Buy	261,200 +6,991	+3%	+$191K	0.28%	88
2026 Q1	$6.9M	Buy	254,209 +44,445	+21%	+$1.23M	0.31%	89
2025 Q4	$5.74M	Buy	209,764 +108,706	+108%	+$2.98M	0.26%	100
2025 Q3	$2.76M	Buy	+101,058	New	+$2.72M	0.13%	162

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

Visionary Wealth Advisors's CGMU Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 2.8% in Q2 2026, buying an estimated $191K and bringing the position to 261,200 shares worth $7.18M. The position accounts for 0.28% of the portfolio, ranked #88.

Visionary Wealth Advisors first reported a position in CGMU in Q3 2025 and has held it in 4 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Visionary Wealth Advisors held 261,200 shares of Capital Group Municipal Income ETF worth $7.18M as of Q2 2026.
Visionary Wealth Advisors bought 6,991 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $191K.
Capital Group Municipal Income ETF made up 0.28% of Visionary Wealth Advisors's portfolio in Q2 2026, its #88 holding.
Visionary Wealth Advisors first reported a position in Capital Group Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.