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

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

Ballew Advisors's CGMU Position: Q2 2026 in Review

Ballew Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 6.6% in Q2 2026, buying an estimated $19.2K and bringing the position to 11,240 shares worth $309K. The position accounts for 0.16% of the portfolio, ranked #99.

Ballew Advisors first reported a position in CGMU in Q4 2022 and has held it in 15 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Ballew Advisors held 11,240 shares of Capital Group Municipal Income ETF worth $309K as of Q2 2026.
Ballew Advisors bought 700 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $19.2K.
Capital Group Municipal Income ETF made up 0.16% of Ballew Advisors's portfolio in Q2 2026, its #99 holding.
Ballew Advisors first reported a position in Capital Group Municipal Income ETF in Q4 2022 and has held it in 15 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.