BOLTON SECURITIES CORPORATION’s Capital Group Municipal Income ETF CGMU Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q3	$143K	Hold	5,500	–	–	0.01%	1016
2026 Q2	$151K	Hold	5,500	–	–	0.01%	987
2026 Q1	$149K	Buy	+5,500	New	+$152K	0.01%	896
2025 Q3	$40.9K	Buy	+1,500	New	+$40.3K	﹤0.01%	1187
2025 Q1	$40.2K	Buy	+1,500	New	+$40.5K	﹤0.01%	1105

Other funds holding CGMU

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Meeder Advisory Services Dublin, Ohio $2.96B AUM 25.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CGMU Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Capital Group Municipal Income ETF (CGMU) position steady in Q3 2026 at 5,500 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #1016.

BOLTON SECURITIES CORPORATION first reported a position in CGMU in Q1 2025 and has held it in 5 quarters since. The position peaked at $151K in Q2 2026. 289 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

BOLTON SECURITIES CORPORATION held 5,500 shares of Capital Group Municipal Income ETF worth $143K as of Q3 2026.
BOLTON SECURITIES CORPORATION left its Capital Group Municipal Income ETF share count unchanged in Q3 2026.
Capital Group Municipal Income ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1016 holding.
BOLTON SECURITIES CORPORATION first reported a position in Capital Group Municipal Income ETF in Q1 2025 and has held it in 5 quarters since.
BOLTON SECURITIES CORPORATION's Capital Group Municipal Income ETF position peaked at $151K in Q2 2026.
289 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.