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Cyndeo Wealth Partners’s Capital Group Municipal Income ETF CGMU Stock Holding History

Cyndeo Wealth Partners’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
2025
Q4 		– Sell
-11,357
Closed -$310K – 483
2025
Q3 		$310K Sell
11,357
-108
-0.9% -$2.9K 0.02% 384
2025
Q2 		$306K Buy
11,465
+35
+0.3% +$930 0.02% 378
2025
Q1 		$307K Sell
11,430
-3,066
-21% -$82.9K 0.02% 362
2024
Q4 		$390K Buy
14,496
+42
+0.3% +$1.14K 0.03% 333
2024
Q3 		$397K Buy
+14,454
New +$394K 0.03% 326

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cyndeo Wealth Partners's CGMU Position: Q4 2025 in Review

Cyndeo Wealth Partners sold out of Capital Group Municipal Income ETF (CGMU) in Q4 2025, closing a stake of 11,357 shares — an estimated $310K sold.

Cyndeo Wealth Partners first reported a position in CGMU in Q3 2024 and held it in 5 quarters. The position peaked at $397K in Q3 2024. 301 funds tracked by Wall St. Rank hold CGMU as of Q4 2025.

  • Cyndeo Wealth Partners reported no remaining Capital Group Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 11,357 Capital Group Municipal Income ETF shares in Q4 2025, an estimated $310K.
  • Cyndeo Wealth Partners first reported a position in Capital Group Municipal Income ETF in Q3 2024 and held it in 5 quarters.
  • Cyndeo Wealth Partners's Capital Group Municipal Income ETF position peaked at $397K in Q3 2024.
  • 301 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q4 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.