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 Q2	$5.58M	Buy	205,431 +35	+0%	+$958	0.09%	234
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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

World Investment Advisors's CGMU Position: Q2 2026 in Review

World Investment Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 0.02% in Q2 2026, buying an estimated $958 and bringing the position to 205,431 shares worth $5.58M. The position accounts for 0.09% of the portfolio, ranked #234.

World Investment Advisors first reported a position in CGMU in Q4 2023 and has held it in 11 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

World Investment Advisors held 205,431 shares of Capital Group Municipal Income ETF worth $5.58M as of Q2 2026.
World Investment Advisors bought 35 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $958.
Capital Group Municipal Income ETF made up 0.09% of World Investment Advisors's portfolio in Q2 2026, its #234 holding.
World Investment Advisors first reported a position in Capital Group Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

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