BFG
CGMU icon

Berger Financial Group’s Capital Group Municipal Income ETF CGMU Stock Holding History

Berger Financial Group’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 		$1.48M Buy
54,028
+3,648
+7% +$99.9K 0.08% 181
2026
Q1 		$1.37M Buy
50,380
+90
+0.2% +$2.48K 0.08% 179
2025
Q4 		$1.38M Buy
50,290
+26,048
+107% +$713K 0.08% 181
2025
Q3 		$662K Sell
24,242
-413
-2% -$11.1K 0.04% 253
2025
Q2 		$658K Buy
+24,655
New +$655K 0.04% 237

Other funds holding CGMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Berger Financial Group's CGMU Position: Q2 2026 in Review

Berger Financial Group increased its Capital Group Municipal Income ETF (CGMU) stake by 7.2% in Q2 2026, buying an estimated $99.9K and bringing the position to 54,028 shares worth $1.48M. The position accounts for 0.08% of the portfolio, ranked #181.

Berger Financial Group first reported a position in CGMU in Q2 2025 and has held it in 5 quarters since. 237 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Berger Financial Group held 54,028 shares of Capital Group Municipal Income ETF worth $1.48M as of Q2 2026.
  • Berger Financial Group bought 3,648 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $99.9K.
  • Capital Group Municipal Income ETF made up 0.08% of Berger Financial Group's portfolio in Q2 2026, its #181 holding.
  • Berger Financial Group first reported a position in Capital Group Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 237 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.