Advisornet Financial’s Capital Group Municipal Income ETF CGMU Stock Holding History

Advisornet Financial’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	$3.71M	Buy	136,577 +16,890	+14%	+$466K	0.19%	105
2025 Q4	$3.28M	Buy	119,687 +19,138	+19%	+$524K	0.17%	109
2025 Q3	$2.74M	Buy	100,549 +11,457	+13%	+$308K	0.16%	125
2025 Q2	$2.38M	Buy	89,092 +3,537	+4%	+$94K	0.15%	132
2025 Q1	$2.29M	Buy	85,555 +19,861	+30%	+$537K	0.17%	139
2024 Q4	$1.77M	Buy	65,694 +26,149	+66%	+$711K	0.15%	150
2024 Q3	$1.09M	Buy	39,545 +19,056	+93%	+$519K	0.08%	221
2024 Q2	$550K	Buy	20,489 +8,693	+74%	+$233K	0.05%	286
2024 Q1	$319K	Buy	11,796 +1,566	+15%	+$42.3K	0.03%	380
2023 Q4	$277K	Buy	10,230 +8,230	+412%	+$215K	0.03%	415
2023 Q3	$51.4K	Buy	+2,000	New	+$52.6K	﹤0.01%	778

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