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Aspire Wealth Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

Aspire Wealth Management’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
2024
Q3 		$552K Sell
20,095
-2,983
-13% -$81.3K 0.3% 57
2024
Q2 		$620K Buy
23,078
+6,785
+42% +$182K 0.35% 54
2024
Q1 		$440K Hold
16,293
– – 0.27% 62
2023
Q4 		$441K Buy
+16,293
New +$426K 0.3% 57

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Aspire Wealth Management's CGMU Position: Q3 2024 in Review

Aspire Wealth Management reduced its Capital Group Municipal Income ETF (CGMU) stake by 13% in Q3 2024, selling an estimated $81.3K and leaving 20,095 shares worth $552K. The position accounts for 0.3% of the portfolio, ranked #57.

Aspire Wealth Management first reported a position in CGMU in Q4 2023 and has held it in 4 quarters since. The position peaked at $620K in Q2 2024. 153 funds tracked by Wall St. Rank hold CGMU as of Q3 2024.

  • Aspire Wealth Management held 20,095 shares of Capital Group Municipal Income ETF worth $552K as of Q3 2024.
  • Aspire Wealth Management sold 2,983 Capital Group Municipal Income ETF shares in Q3 2024, an estimated $81.3K.
  • Capital Group Municipal Income ETF made up 0.3% of Aspire Wealth Management's portfolio in Q3 2024, its #57 holding.
  • Aspire Wealth Management first reported a position in Capital Group Municipal Income ETF in Q4 2023 and has held it in 4 quarters since.
  • Aspire Wealth Management's Capital Group Municipal Income ETF position peaked at $620K in Q2 2024.
  • 153 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.