CWS
Confluence Wealth Services’s Capital Group Municipal Income ETF CGMU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9M | Buy |
709,009
+5,874
| +0.8% | +$157K | 1.03% | 18 |
|
|
2025
Q1 | $18.5M | Buy |
703,135
+78,278
| +13% | +$2.06M | 1.17% | 17 |
|
|
2024
Q4 | $16.8M | Buy |
624,857
+578,236
| +1,240% | +$15.6M | 1.09% | 18 |
|
|
2024
Q3 | $1.28M | Buy |
46,621
+33,849
| +265% | +$929K | 0.09% | 116 |
|
|
2024
Q2 | $343K | Buy |
+12,772
| New | +$343K | 0.03% | 278 |
|