Envision Financial Planning’s Capital Group Municipal Income ETF CGMU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.17M	Buy	118,946 +78,862	+197%	+$2.1M	1.48%	15
2025 Q1	$1.08M	Buy	40,084 +1,728	+5%	+$46.3K	0.55%	25
2024 Q4	$1.03M	Buy	+38,356	New	+$1.03M	0.53%	25