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

Daymark 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
2026 Q3	$311K	Buy	+11,972	New	+$323K	0.01%	675

Other funds holding CGMU

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Meeder Advisory Services Dublin, Ohio $2.96B AUM 25.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Daymark Wealth Partners's CGMU Position: Q3 2026 in Review

Daymark Wealth Partners opened a new position in Capital Group Municipal Income ETF (CGMU) in Q3 2026: 11,972 shares worth $311K. The stake represents 0.01% of the portfolio and ranks #675 among its holdings.

344 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

Daymark Wealth Partners held 11,972 shares of Capital Group Municipal Income ETF worth $311K as of Q3 2026.
Capital Group Municipal Income ETF was a new Daymark Wealth Partners position in Q3 2026.
Capital Group Municipal Income ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #675 holding.
344 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.