Cetera Advisor Networks’s Capital Group Municipal Income ETF CGMU Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$5.76M	Buy	213,355 +38,186	+22%	+$1.03M	0.03%	570
2023 Q4	$4.74M	Buy	175,169 +49,660	+40%	+$1.3M	0.03%	600
2023 Q3	$3.23M	Buy	125,509 +24,314	+24%	+$640K	0.02%	706
2023 Q2	$2.68M	Buy	101,195 +24,712	+32%	+$657K	0.02%	745
2023 Q1	$2.04M	Buy	+76,483	New	+$2.03M	0.02%	833

Other funds holding CGMU

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Advisor Networks's CGMU Position: Q1 2024 in Review

Cetera Advisor Networks increased its Capital Group Municipal Income ETF (CGMU) stake by 22% in Q1 2024, buying an estimated $1.03M and bringing the position to 213,355 shares worth $5.76M. The position accounts for 0.03% of the portfolio, ranked #570.

Cetera Advisor Networks first reported a position in CGMU in Q1 2023 and has held it in 5 quarters since. 107 funds tracked by Wall St. Rank hold CGMU as of Q1 2024.

Cetera Advisor Networks held 213,355 shares of Capital Group Municipal Income ETF worth $5.76M as of Q1 2024.
Cetera Advisor Networks bought 38,186 Capital Group Municipal Income ETF shares in Q1 2024, an estimated $1.03M.
Capital Group Municipal Income ETF made up 0.03% of Cetera Advisor Networks's portfolio in Q1 2024, its #570 holding.
Cetera Advisor Networks first reported a position in Capital Group Municipal Income ETF in Q1 2023 and has held it in 5 quarters since.
107 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.