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

Affiance 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 Q2	$219K	Buy	+7,989	New	+$219K	0.03%	105

Other funds holding CGMU

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

JDLA

J. Derek Lewis & Associates Newport Beach, California $529M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Affiance Financial's CGMU Position: Q2 2026 in Review

Affiance Financial opened a new position in Capital Group Municipal Income ETF (CGMU) in Q2 2026: 7,989 shares worth $219K. The stake represents 0.03% of the portfolio and ranks #105 among its holdings.

179 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Affiance Financial held 7,989 shares of Capital Group Municipal Income ETF worth $219K as of Q2 2026.
Capital Group Municipal Income ETF was a new Affiance Financial position in Q2 2026.
Capital Group Municipal Income ETF made up 0.03% of Affiance Financial's portfolio in Q2 2026, its #105 holding.
179 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.