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SUCCESSION FINANCIAL, INC.’s Capital Group Municipal Income ETF CGMU Stock Holding History

SUCCESSION FINANCIAL, INC.’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 		$499K Buy
+18,162
New +$497K 0.47% 21

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AssetMark Inc
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VWM
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CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CAL
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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SUCCESSION FINANCIAL, INC.'s CGMU Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in Capital Group Municipal Income ETF (CGMU) in Q2 2026: 18,162 shares worth $499K. The stake represents 0.47% of the portfolio and ranks #21 among its holdings.

225 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • SUCCESSION FINANCIAL, INC. held 18,162 shares of Capital Group Municipal Income ETF worth $499K as of Q2 2026.
  • Capital Group Municipal Income ETF was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
  • Capital Group Municipal Income ETF made up 0.47% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #21 holding.
  • 225 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.