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

Ausdal Financial Partners’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	$1.19M	Buy	43,148 +2,419	+6%	+$66.2K	0.05%	357
2026 Q1	$1.11M	Buy	40,729 +17,226	+73%	+$475K	0.05%	355
2025 Q4	$644K	Buy	23,503 +660	+3%	+$18.1K	0.03%	462
2025 Q3	$623K	Buy	22,843 +14,343	+169%	+$386K	0.03%	487
2025 Q2	$227K	Hold	8,500	–	–	0.02%	629
2025 Q1	$228K	Hold	8,500	–	–	0.02%	575
2024 Q4	$229K	Hold	8,500	–	–	0.02%	517
2024 Q3	$233K	Hold	8,500	–	–	0.02%	467
2024 Q2	$228K	Hold	8,500	–	–	0.02%	450
2024 Q1	$230K	Hold	8,500	–	–	0.03%	417
2023 Q4	$230K	Buy	+8,500	New	+$222K	0.03%	397

Other funds holding CGMU

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ausdal Financial Partners's CGMU Position: Q2 2026 in Review

Ausdal Financial Partners increased its Capital Group Municipal Income ETF (CGMU) stake by 5.9% in Q2 2026, buying an estimated $66.2K and bringing the position to 43,148 shares worth $1.19M. The position accounts for 0.05% of the portfolio, ranked #357.

Ausdal Financial Partners 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.

Ausdal Financial Partners held 43,148 shares of Capital Group Municipal Income ETF worth $1.19M as of Q2 2026.
Ausdal Financial Partners bought 2,419 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $66.2K.
Capital Group Municipal Income ETF made up 0.05% of Ausdal Financial Partners's portfolio in Q2 2026, its #357 holding.
Ausdal Financial Partners 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 Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.