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

Avaii 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
2025
Q3 		– Sell
-7,863
Closed -$210K – 151
2025
Q2 		$210K Buy
+7,863
New +$209K 0.09% 130

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Avaii Wealth Management's CGMU Position: Q3 2025 in Review

Avaii Wealth Management sold out of Capital Group Municipal Income ETF (CGMU) in Q3 2025, closing a stake of 7,863 shares — an estimated $210K sold.

Avaii Wealth Management first reported a position in CGMU in Q2 2025 and held it in 1 quarter. The position peaked at $210K in Q2 2025. 246 funds tracked by Wall St. Rank hold CGMU as of Q3 2025.

  • Avaii Wealth Management reported no remaining Capital Group Municipal Income ETF position as of Q3 2025 after selling out during the quarter.
  • Avaii Wealth Management sold 7,863 Capital Group Municipal Income ETF shares in Q3 2025, an estimated $210K.
  • Avaii Wealth Management first reported a position in Capital Group Municipal Income ETF in Q2 2025 and held it in 1 quarter.
  • Avaii Wealth Management's Capital Group Municipal Income ETF position peaked at $210K in Q2 2025.
  • 246 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2025.

Based on Avaii Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.