Creative Financial Designs’s Capital Group Municipal Income ETF CGMU Stock Holding History

Creative Financial Designs’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	$11.1M	Buy	402,606 +273,820	+213%	+$7.5M	0.53%	47
2026 Q1	$3.5M	Buy	128,786 +26,540	+26%	+$732K	0.21%	102
2025 Q4	$2.8M	Buy	102,246 +3,913	+4%	+$107K	0.18%	115
2025 Q3	$2.68M	Buy	98,333 +6,593	+7%	+$177K	0.18%	117
2025 Q2	$2.45M	Buy	91,740 +89,340	+3,723%	+$2.37M	0.18%	122
2025 Q1	$64.4K	Buy	2,400 +6	+0.3%	+$162	0.01%	742
2024 Q4	$64.4K	Buy	2,394 +863	+56%	+$23.5K	0.01%	709
2024 Q3	$42K	Buy	1,531 +1,116	+269%	+$30.4K	﹤0.01%	829
2024 Q2	$11.1K	Buy	+415	New	+$11.1K	﹤0.01%	1129

Other funds holding CGMU

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Creative Financial Designs's CGMU Position: Q2 2026 in Review

Creative Financial Designs increased its Capital Group Municipal Income ETF (CGMU) stake by 213% in Q2 2026, buying an estimated $7.5M and bringing the position to 402,606 shares worth $11.1M. The position accounts for 0.53% of the portfolio, ranked #47.

Creative Financial Designs first reported a position in CGMU in Q2 2024 and has held it in 9 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Creative Financial Designs held 402,606 shares of Capital Group Municipal Income ETF worth $11.1M as of Q2 2026.
Creative Financial Designs bought 273,820 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $7.5M.
Capital Group Municipal Income ETF made up 0.53% of Creative Financial Designs's portfolio in Q2 2026, its #47 holding.
Creative Financial Designs first reported a position in Capital Group Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.