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

Waverly 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 		$229K Hold
8,322
– – ﹤0.01% 1566
2026
Q1 		$226K Buy
+8,322
New +$230K ﹤0.01% 1439

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Waverly Advisors's CGMU Position: Q2 2026 in Review

Waverly Advisors held its Capital Group Municipal Income ETF (CGMU) position steady in Q2 2026 at 8,322 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

Waverly Advisors first reported a position in CGMU in Q1 2026 and has held it in 2 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Waverly Advisors held 8,322 shares of Capital Group Municipal Income ETF worth $229K as of Q2 2026.
  • Waverly Advisors left its Capital Group Municipal Income ETF share count unchanged in Q2 2026.
  • Capital Group Municipal Income ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1566 holding.
  • Waverly Advisors first reported a position in Capital Group Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.