Ballew Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

Ballew Advisors’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	$309K	Buy	11,240 +700	+7%	+$19.2K	0.16%	99
2026 Q1	$289K	Hold	10,540	–	–	0.16%	97
2025 Q4	$290K	Buy	10,540 +1,000	+10%	+$27.4K	0.16%	96
2025 Q3	$261K	Hold	9,540	–	–	0.15%	104
2025 Q2	$255K	Hold	9,540	–	–	0.15%	97
2025 Q1	$250K	Hold	9,540	–	–	0.17%	95
2024 Q4	$256K	Hold	9,540	–	–	0.16%	94
2024 Q3	$261K	Hold	9,540	–	–	0.18%	91
2024 Q2	$258K	Hold	9,540	–	–	0.17%	88
2024 Q1	$255K	Hold	9,540	–	–	0.18%	88
2023 Q4	$258K	Hold	9,540	–	–	0.19%	85
2023 Q3	$244K	Hold	9,540	–	–	0.2%	85
2023 Q2	$252K	Hold	9,540	–	–	0.18%	91
2023 Q1	$254K	Hold	9,540	–	–	0.19%	93
2022 Q4	$255K	Buy	+9,540	New	+$248K	0.2%	87

Other funds holding CGMU

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Optimus Capital Advisors Coppel, Texas $186M AUM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Capital Investment Management Lees Summit, Missouri $326M AUM