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

World Investment 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	$5.58M	Buy	205,396 +8,886	+5%	+$245K	0.09%	235
2025 Q4	$5.38M	Buy	196,510 +30,297	+18%	+$830K	0.09%	246
2025 Q3	$4.54M	Buy	166,213 +10,524	+7%	+$283K	0.09%	242
2025 Q2	$4.16M	Buy	155,689 +7,171	+5%	+$191K	0.09%	239
2025 Q1	$3.98M	Buy	148,518 +3,461	+2%	+$93.5K	0.1%	229
2024 Q4	$3.9M	Buy	145,057 +10,316	+8%	+$280K	0.11%	213
2024 Q3	$3.7M	Buy	134,741 +10,438	+8%	+$285K	0.12%	200
2024 Q2	$3.34M	Buy	124,303 +19,275	+18%	+$517K	0.21%	99
2024 Q1	$2.89M	Buy	105,028 +2,004	+2%	+$54.2K	0.41%	57
2023 Q4	$2.79M	Buy	+103,024	New	+$2.7M	0.36%	62

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

LPL Financial San Diego, California $376B 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 San Francisco, California $501B 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 Zurich, Switzerland $564B 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 $71.6B AUM 21.08% 1-Year Est. Return