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

Cetera Advisors’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 		$7.92M Buy
293,105
+102,108
+53% +$2.76M 0.06% 314
2023
Q4 		$5.17M Buy
190,997
+181,193
+1,848% +$4.74M 0.07% 269
2023
Q3 		$252K Buy
+9,804
New +$258K ﹤0.01% 1418

Other funds holding CGMU

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Advisors's CGMU Position: Q1 2024 in Review

Cetera Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 53% in Q1 2024, buying an estimated $2.76M and bringing the position to 293,105 shares worth $7.92M. The position accounts for 0.06% of the portfolio, ranked #314.

Cetera Advisors first reported a position in CGMU in Q3 2023 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold CGMU as of Q1 2024.

  • Cetera Advisors held 293,105 shares of Capital Group Municipal Income ETF worth $7.92M as of Q1 2024.
  • Cetera Advisors bought 102,108 Capital Group Municipal Income ETF shares in Q1 2024, an estimated $2.76M.
  • Capital Group Municipal Income ETF made up 0.06% of Cetera Advisors's portfolio in Q1 2024, its #314 holding.
  • Cetera Advisors first reported a position in Capital Group Municipal Income ETF in Q3 2023 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2024.

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