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 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

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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Northwestern Mutual Wealth Management

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers

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UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies

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Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return