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 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 $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Entruity Wealth's CGMU Position: Q1 2026 in Review

Entruity Wealth reduced its Capital Group Municipal Income ETF (CGMU) stake by 0.91% in Q1 2026, selling an estimated $10.9K and leaving 43,091 shares worth $1.17M. The position accounts for 0.79% of the portfolio, ranked #28.

Entruity Wealth first reported a position in CGMU in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.3M in Q4 2024. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

Entruity Wealth held 43,091 shares of Capital Group Municipal Income ETF worth $1.17M as of Q1 2026.
Entruity Wealth sold 396 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $10.9K.
Capital Group Municipal Income ETF made up 0.79% of Entruity Wealth's portfolio in Q1 2026, its #28 holding.
Entruity Wealth first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 6 quarters since.
Entruity Wealth's Capital Group Municipal Income ETF position peaked at $1.3M in Q4 2024.
330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Entruity Wealth's 13F filing for Q1 2026, filed 8 May 2026.