Avidian Wealth Enterprises’s Capital Group Municipal Income ETF CGMU Stock Holding History

Avidian Wealth Enterprises’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	$543K	Hold	20,000	–	–	0.02%	416
2025 Q4	$548K	Hold	20,000	–	–	0.02%	353
2025 Q3	$546K	Hold	20,000	–	–	0.02%	352
2025 Q2	$534K	Buy	+20,000	New	+$531K	0.02%	319
2025 Q1	–	Sell	-27,632	Closed	-$744K	–	527
2024 Q4	$744K	Sell	27,632 -3,064	-10%	-$83.3K	0.03%	232
2024 Q3	$843K	Buy	30,696 +1,816	+6%	+$49.5K	0.04%	213
2024 Q2	$775K	Sell	28,880 -3,976	-12%	-$107K	0.03%	217
2024 Q1	$887K	Buy	+32,856	New	+$888K	0.04%	187

Other funds holding CGMU

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Avidian Wealth Enterprises's CGMU Position: Q1 2026 in Review

Avidian Wealth Enterprises held its Capital Group Municipal Income ETF (CGMU) position steady in Q1 2026 at 20,000 shares worth $543K. The position accounts for 0.02% of the portfolio, ranked #416.

Avidian Wealth Enterprises first reported a position in CGMU in Q1 2024 and has held it in 8 quarters since. The position peaked at $887K in Q1 2024. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

Avidian Wealth Enterprises held 20,000 shares of Capital Group Municipal Income ETF worth $543K as of Q1 2026.
Avidian Wealth Enterprises left its Capital Group Municipal Income ETF share count unchanged in Q1 2026.
Capital Group Municipal Income ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #416 holding.
Avidian Wealth Enterprises first reported a position in Capital Group Municipal Income ETF in Q1 2024 and has held it in 8 quarters since.
Avidian Wealth Enterprises's Capital Group Municipal Income ETF position peaked at $887K in Q1 2024.
330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.