Burton Enright Welch’s Capital Group Municipal Income ETF CGMU Stock Holding History

Burton Enright Welch’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	$1.59M	Buy	57,966 +14,377	+33%	+$394K	0.19%	56
2026 Q1	$1.18M	Buy	43,589 +13,350	+44%	+$368K	0.16%	58
2025 Q4	$828K	Buy	30,239 +6,913	+30%	+$189K	0.12%	67
2025 Q3	$637K	Sell	23,326 -4,685	-17%	-$126K	0.1%	73
2025 Q2	$748K	Buy	28,011 +1,965	+8%	+$52.2K	0.13%	63
2025 Q1	$699K	Buy	26,046 +4,416	+20%	+$119K	0.14%	55
2024 Q4	$582K	Buy	21,630 +2,577	+14%	+$70.1K	0.12%	59
2024 Q3	$523K	Sell	19,053 -543	-3%	-$14.8K	0.11%	62
2024 Q2	$526K	Buy	19,596 +5,856	+43%	+$157K	0.12%	59
2024 Q1	$371K	Buy	13,740 +5,804	+73%	+$157K	0.09%	69
2023 Q4	$215K	Buy	+7,936	New	+$208K	0.06%	75

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

Burton Enright Welch's CGMU Position: Q2 2026 in Review

Burton Enright Welch increased its Capital Group Municipal Income ETF (CGMU) stake by 33% in Q2 2026, buying an estimated $394K and bringing the position to 57,966 shares worth $1.59M. The position accounts for 0.19% of the portfolio, ranked #56.

Burton Enright Welch first reported a position in CGMU in Q4 2023 and has held it in 11 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Burton Enright Welch held 57,966 shares of Capital Group Municipal Income ETF worth $1.59M as of Q2 2026.
Burton Enright Welch bought 14,377 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $394K.
Capital Group Municipal Income ETF made up 0.19% of Burton Enright Welch's portfolio in Q2 2026, its #56 holding.
Burton Enright Welch first reported a position in Capital Group Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.