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 Q1	$226K	Buy	+8,322	New	+$230K	﹤0.01%	1439

Other funds holding CGMU

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Waverly Advisors's CGMU Position: Q1 2026 in Review

Waverly Advisors opened a new position in Capital Group Municipal Income ETF (CGMU) in Q1 2026: 8,322 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1439 among its holdings.

330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

Waverly Advisors held 8,322 shares of Capital Group Municipal Income ETF worth $226K as of Q1 2026.
Capital Group Municipal Income ETF was a new Waverly Advisors position in Q1 2026.
Capital Group Municipal Income ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1439 holding.
330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.