CX Institutional’s Capital Group Municipal Income ETF CGMU Stock Holding History

CX Institutional’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 Q3	–	Sell	-284	Closed	-$8K	–	1682
2026 Q2	$8K	Hold	284	–	–	﹤0.01%	1324
2026 Q1	$8K	Hold	284	–	–	﹤0.01%	1320
2025 Q4	$8K	Sell	284 -73	-20%	-$2K	﹤0.01%	1216
2025 Q3	$10K	Buy	+357	New	+$9.6K	﹤0.01%	1184

Other funds holding CGMU

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Michael Brady & Co Westlake, Ohio $110M AUM 10.96% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

CX Institutional's CGMU Position: Q3 2026 in Review

CX Institutional sold out of Capital Group Municipal Income ETF (CGMU) in Q3 2026, closing a stake of 284 shares — an estimated $8K sold.

CX Institutional first reported a position in CGMU in Q3 2025 and held it in 4 quarters. The position peaked at $10K in Q3 2025. 116 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

CX Institutional reported no remaining Capital Group Municipal Income ETF position as of Q3 2026 after selling out during the quarter.
CX Institutional sold 284 Capital Group Municipal Income ETF shares in Q3 2026, an estimated $8K.
CX Institutional first reported a position in Capital Group Municipal Income ETF in Q3 2025 and held it in 4 quarters.
CX Institutional's Capital Group Municipal Income ETF position peaked at $10K in Q3 2025.
116 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.