Superior Planning, LLC’s Capital Group Municipal Income ETF CGMU Stock Holding History

Superior Planning, LLC’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	$194K	Buy	+7,493	New	+$202K	0.08%	168

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

Superior Planning, LLC's CGMU Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Capital Group Municipal Income ETF (CGMU) in Q3 2026: 7,493 shares worth $194K. The stake represents 0.08% of the portfolio and ranks #168 among its holdings.

290 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

Superior Planning, LLC held 7,493 shares of Capital Group Municipal Income ETF worth $194K as of Q3 2026.
Capital Group Municipal Income ETF was a new Superior Planning, LLC position in Q3 2026.
Capital Group Municipal Income ETF made up 0.08% of Superior Planning, LLC's portfolio in Q3 2026, its #168 holding.
290 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.