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

Entruity Wealth’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	$1.69M	Buy	61,666 +18,575	+43%	+$508K	1.1%	24
2026 Q1	$1.17M	Sell	43,091 -396	-0.9%	-$10.9K	0.79%	28
2025 Q4	$1.19M	Buy	43,487 +1,329	+3%	+$36.4K	0.85%	27
2025 Q3	$1.15M	Buy	42,158 +332	+0.8%	+$8.93K	0.89%	26
2025 Q2	$1.12M	Sell	41,826 -5,871	-12%	-$156K	0.95%	27
2025 Q1	$1.28M	Sell	47,697 -749	-2%	-$20.2K	1.21%	24
2024 Q4	$1.3M	Buy	+48,446	New	+$1.32M	1.29%	20

Other funds holding CGMU

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Entruity Wealth's CGMU Position: Q2 2026 in Review

Entruity Wealth increased its Capital Group Municipal Income ETF (CGMU) stake by 43% in Q2 2026, buying an estimated $508K and bringing the position to 61,666 shares worth $1.69M. The position accounts for 1.1% of the portfolio, ranked #24.

Entruity Wealth first reported a position in CGMU in Q4 2024 and has held it in 7 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Entruity Wealth held 61,666 shares of Capital Group Municipal Income ETF worth $1.69M as of Q2 2026.
Entruity Wealth bought 18,575 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $508K.
Capital Group Municipal Income ETF made up 1.1% of Entruity Wealth's portfolio in Q2 2026, its #24 holding.
Entruity Wealth first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Entruity Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.