Capital Planning
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Capital Planning’s Capital Group Municipal Income ETF CGMU Stock Holding History

Capital Planning’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
Q3 		$3.03M Sell
116,651
-15,168
-12% -$409K 0.8% 28
2026
Q2 		$3.62M Sell
131,819
-37,267
-22% -$1.02M 1.05% 27
2026
Q1 		$4.59M Sell
169,086
-10,355
-6% -$286K 1.49% 22
2025
Q4 		$4.92M Buy
179,441
+1,402
+0.8% +$38.4K 1.38% 22
2025
Q3 		$4.86M Sell
178,039
-42,683
-19% -$1.15M 1.42% 21
2025
Q2 		$5.89M Sell
220,722
-8,005
-3% -$213K 1.85% 19
2025
Q1 		$6.13M Buy
228,727
+25,450
+13% +$688K 1.72% 19
2024
Q4 		$5.47M Buy
203,277
+8,138
+4% +$221K 1.44% 22
2024
Q3 		$5.36M Sell
195,139
-714
-0.4% -$19.5K 1.5% 23
2024
Q2 		$5.26M Sell
195,853
-5,389
-3% -$145K 1.58% 21
2024
Q1 		$5.45M Sell
201,242
-1,178
-0.6% -$31.8K 1.78% 19
2023
Q4 		$5.5M Buy
202,420
+1,179
+0.6% +$30.9K 1.96% 16
2023
Q3 		$5.17M Sell
201,241
-5,246
-3% -$138K 2.04% 17
2023
Q2 		$5.48M Buy
206,487
+2,988
+1% +$79.4K 2.14% 16
2023
Q1 		$5.45M Sell
203,499
-12,201
-6% -$325K 2.25% 15
2022
Q4 		$5.66M Buy
+215,700
New +$5.61M 2.52% 14

Other funds holding CGMU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Capital Planning's CGMU Position: Q3 2026 in Review

Capital Planning reduced its Capital Group Municipal Income ETF (CGMU) stake by 12% in Q3 2026, selling an estimated $409K and leaving 116,651 shares worth $3.03M. The position accounts for 0.8% of the portfolio, ranked #28.

Capital Planning first reported a position in CGMU in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.13M in Q1 2025. 226 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

  • Capital Planning held 116,651 shares of Capital Group Municipal Income ETF worth $3.03M as of Q3 2026.
  • Capital Planning sold 15,168 Capital Group Municipal Income ETF shares in Q3 2026, an estimated $409K.
  • Capital Group Municipal Income ETF made up 0.8% of Capital Planning's portfolio in Q3 2026, its #28 holding.
  • Capital Planning first reported a position in Capital Group Municipal Income ETF in Q4 2022 and has held it in 16 quarters since.
  • Capital Planning's Capital Group Municipal Income ETF position peaked at $6.13M in Q1 2025.
  • 226 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.