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Ashton Thomas Private Wealth’s Capital Group Municipal Income ETF CGMU Stock Holding History

Ashton Thomas Private Wealth’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 		$6.8M Buy
247,481
+15,898
+7% +$435K 0.14% 153
2026
Q1 		$6.29M Buy
231,583
+17,244
+8% +$476K 0.15% 148
2025
Q4 		$5.87M Buy
214,339
+34,854
+19% +$954K 0.14% 154
2025
Q3 		$4.9M Buy
179,485
+27,813
+18% +$748K 0.13% 185
2025
Q2 		$4.05M Buy
151,672
+35,906
+31% +$954K 0.14% 162
2025
Q1 		$3.1M Buy
115,766
+22,028
+23% +$595K 0.12% 204
2024
Q4 		$2.52M Buy
93,738
+34,315
+58% +$933K 0.1% 237
2024
Q3 		$1.63M Buy
59,423
+16,105
+37% +$439K 0.09% 242
2024
Q2 		$1.16M Buy
43,318
+5,857
+16% +$157K 0.06% 284
2024
Q1 		$1.01M Hold
37,461
– – 0.06% 302
2023
Q4 		$1.01M Buy
+37,461
New +$980K 0.06% 293

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ashton Thomas Private Wealth's CGMU Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Capital Group Municipal Income ETF (CGMU) stake by 6.9% in Q2 2026, buying an estimated $435K and bringing the position to 247,481 shares worth $6.8M. The position accounts for 0.14% of the portfolio, ranked #153.

Ashton Thomas Private Wealth 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.

  • Ashton Thomas Private Wealth held 247,481 shares of Capital Group Municipal Income ETF worth $6.8M as of Q2 2026.
  • Ashton Thomas Private Wealth bought 15,898 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $435K.
  • Capital Group Municipal Income ETF made up 0.14% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #153 holding.
  • Ashton Thomas Private Wealth 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 Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.