Crumly & Associates’s Capital Group Municipal Income ETF CGMU Stock Holding History

Crumly & Associates’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 Q2	–	Sell	-120,541	Closed	-$3.26M	–	138
2024 Q1	$3.26M	Buy	120,541 +42,869	+55%	+$1.16M	0.86%	33
2023 Q4	$2.1M	Buy	77,672 +4,628	+6%	+$121K	0.61%	42
2023 Q3	$1.88M	Sell	73,044 -1,972	-3%	-$51.9K	0.74%	39
2023 Q2	$1.99M	Buy	75,016 +48,631	+184%	+$1.29M	0.8%	38
2023 Q1	$704K	Buy	+26,385	New	+$702K	0.31%	56

Other funds holding CGMU

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Crumly & Associates's CGMU Position: Q2 2024 in Review

Crumly & Associates sold out of Capital Group Municipal Income ETF (CGMU) in Q2 2024, closing a stake of 120,541 shares — an estimated $3.26M sold.

Crumly & Associates first reported a position in CGMU in Q1 2023 and held it in 5 quarters. The position peaked at $3.26M in Q1 2024. 121 funds tracked by Wall St. Rank hold CGMU as of Q2 2024.

Crumly & Associates reported no remaining Capital Group Municipal Income ETF position as of Q2 2024 after selling out during the quarter.
Crumly & Associates sold 120,541 Capital Group Municipal Income ETF shares in Q2 2024, an estimated $3.26M.
Crumly & Associates first reported a position in Capital Group Municipal Income ETF in Q1 2023 and held it in 5 quarters.
Crumly & Associates's Capital Group Municipal Income ETF position peaked at $3.26M in Q1 2024.
121 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2024.

Based on Crumly & Associates's 13F filing for Q2 2024, filed 2 Aug 2024.