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

EverSource Wealth Advisors’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	$948K	Sell	34,915 -2,986	-8%	-$82.4K	0.03%	397
2025 Q4	$1.04M	Buy	37,901 +6,415	+20%	+$176K	0.04%	330
2025 Q3	$859K	Sell	31,486 -134	-0.4%	-$3.6K	0.03%	347
2025 Q2	$844K	Sell	31,620 -18,768	-37%	-$499K	0.04%	319
2025 Q1	$1.35M	Buy	50,388 +22,355	+80%	+$604K	0.07%	203
2024 Q4	$755K	Buy	28,033 +4,508	+19%	+$123K	0.04%	292
2024 Q3	$646K	Buy	23,525 +19,134	+436%	+$522K	0.04%	287
2024 Q2	$119K	Buy	+4,391	New	+$118K	0.01%	727

Other funds holding CGMU

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management

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 $376B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Jones Financial Companies

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return