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

Aurdan Capital 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
2026 Q2	$3.36M	Buy	122,417 +50,640	+71%	+$1.39M	0.85%	27
2026 Q1	$1.95M	Buy	71,777 +704	+1%	+$19.4K	0.58%	30
2025 Q4	$1.95M	Buy	71,073 +325	+0.5%	+$8.9K	0.6%	30
2025 Q3	$1.93M	Buy	70,748 +56,024	+380%	+$1.51M	0.61%	31
2025 Q2	$393K	Buy	+14,724	New	+$391K	0.13%	68

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

Aurdan Capital Management's CGMU Position: Q2 2026 in Review

Aurdan Capital Management increased its Capital Group Municipal Income ETF (CGMU) stake by 71% in Q2 2026, buying an estimated $1.39M and bringing the position to 122,417 shares worth $3.36M. The position accounts for 0.85% of the portfolio, ranked #27.

Aurdan Capital Management first reported a position in CGMU in Q2 2025 and has held it in 5 quarters since. 180 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Aurdan Capital Management held 122,417 shares of Capital Group Municipal Income ETF worth $3.36M as of Q2 2026.
Aurdan Capital Management bought 50,640 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $1.39M.
Capital Group Municipal Income ETF made up 0.85% of Aurdan Capital Management's portfolio in Q2 2026, its #27 holding.
Aurdan Capital Management first reported a position in Capital Group Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
180 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Aurdan Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.