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DeDora Capital’s Capital Group Municipal Income ETF CGMU Stock Holding History

DeDora Capital’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 		$315K Buy
11,475
+1,469
+15% +$40.2K 0.07% 105
2026
Q1 		$272K Buy
+10,006
New +$276K 0.07% 106

Other funds holding CGMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DeDora Capital's CGMU Position: Q2 2026 in Review

DeDora Capital increased its Capital Group Municipal Income ETF (CGMU) stake by 15% in Q2 2026, buying an estimated $40.2K and bringing the position to 11,475 shares worth $315K. The position accounts for 0.07% of the portfolio, ranked #105.

DeDora Capital first reported a position in CGMU in Q1 2026 and has held it in 2 quarters since. 212 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • DeDora Capital held 11,475 shares of Capital Group Municipal Income ETF worth $315K as of Q2 2026.
  • DeDora Capital bought 1,469 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $40.2K.
  • Capital Group Municipal Income ETF made up 0.07% of DeDora Capital's portfolio in Q2 2026, its #105 holding.
  • DeDora Capital first reported a position in Capital Group Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 212 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on DeDora Capital's 13F filing for Q2 2026, filed 13 Jul 2026.