Confluence Wealth Services’s Capital Group Municipal Income ETF CGMU Stock Holding History

Confluence Wealth Services’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	$32.1M	Buy	1,168,831 +50,575	+5%	+$1.38M	0.92%	23
2026 Q1	$30.4M	Buy	1,118,256 +280	+0%	+$7.72K	1.18%	19
2025 Q4	$30.6M	Buy	1,117,976 +371,573	+50%	+$10.2M	1.27%	18
2025 Q3	$20.4M	Buy	746,403 +37,394	+5%	+$1.01M	1%	19
2025 Q2	$18.9M	Buy	709,009 +5,874	+0.8%	+$156K	1.03%	18
2025 Q1	$18.5M	Buy	703,135 +78,278	+13%	+$2.12M	1.17%	17
2024 Q4	$16.8M	Buy	624,857 +578,236	+1,240%	+$15.7M	1.09%	18
2024 Q3	$1.28M	Buy	46,621 +33,849	+265%	+$923K	0.09%	116
2024 Q2	$343K	Buy	+12,772	New	+$343K	0.03%	278

Other funds holding CGMU

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

CTA

Clear Trail Advisors Houston, Texas $655M AUM

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

APW

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Confluence Wealth Services's CGMU Position: Q2 2026 in Review

Confluence Wealth Services increased its Capital Group Municipal Income ETF (CGMU) stake by 4.5% in Q2 2026, buying an estimated $1.38M and bringing the position to 1,168,831 shares worth $32.1M. The position accounts for 0.92% of the portfolio, ranked #23.

Confluence Wealth Services first reported a position in CGMU in Q2 2024 and has held it in 9 quarters since. 119 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Confluence Wealth Services held 1,168,831 shares of Capital Group Municipal Income ETF worth $32.1M as of Q2 2026.
Confluence Wealth Services bought 50,575 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $1.38M.
Capital Group Municipal Income ETF made up 0.92% of Confluence Wealth Services's portfolio in Q2 2026, its #23 holding.
Confluence Wealth Services first reported a position in Capital Group Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
119 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.