Burford Brothers’s Capital Group Municipal Income ETF CGMU Stock Holding History

Burford Brothers’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	$280K	Hold	10,196	–	–	0.1%	148
2026 Q1	$277K	Hold	10,196	–	–	0.11%	145
2025 Q4	$279K	Buy	+10,196	New	+$279K	0.12%	143
2024 Q4	–	Sell	-8,850	Closed	-$243K	–	158
2024 Q3	$243K	Sell	8,850 -4,015	-31%	-$109K	0.13%	134
2024 Q2	$345K	Hold	12,865	–	–	0.2%	109
2024 Q1	$347K	Buy	+12,865	New	+$348K	0.23%	112

Other funds holding CGMU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

JDLA

J. Derek Lewis & Associates Newport Beach, California $529M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Burford Brothers's CGMU Position: Q2 2026 in Review

Burford Brothers held its Capital Group Municipal Income ETF (CGMU) position steady in Q2 2026 at 10,196 shares worth $280K. The position accounts for 0.1% of the portfolio, ranked #148.

Burford Brothers first reported a position in CGMU in Q1 2024 and has held it in 6 quarters since. The position peaked at $347K in Q1 2024. 186 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Burford Brothers held 10,196 shares of Capital Group Municipal Income ETF worth $280K as of Q2 2026.
Burford Brothers left its Capital Group Municipal Income ETF share count unchanged in Q2 2026.
Capital Group Municipal Income ETF made up 0.1% of Burford Brothers's portfolio in Q2 2026, its #148 holding.
Burford Brothers first reported a position in Capital Group Municipal Income ETF in Q1 2024 and has held it in 6 quarters since.
Burford Brothers's Capital Group Municipal Income ETF position peaked at $347K in Q1 2024.
186 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.