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F.L. Putnam Investment Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

F.L. Putnam Investment Management’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
2024
Q3 		– Sell
-1,050
Closed -$28.2K – 629
2024
Q2 		$28.2K Buy
+1,050
New +$28.2K ﹤0.01% 606

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 $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

F.L. Putnam Investment Management's CGMU Position: Q3 2024 in Review

F.L. Putnam Investment Management sold out of Capital Group Municipal Income ETF (CGMU) in Q3 2024, closing a stake of 1,050 shares — an estimated $28.2K sold.

F.L. Putnam Investment Management first reported a position in CGMU in Q2 2024 and held it in 1 quarter. The position peaked at $28.2K in Q2 2024. 153 funds tracked by Wall St. Rank hold CGMU as of Q3 2024.

  • F.L. Putnam Investment Management reported no remaining Capital Group Municipal Income ETF position as of Q3 2024 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 1,050 Capital Group Municipal Income ETF shares in Q3 2024, an estimated $28.2K.
  • F.L. Putnam Investment Management first reported a position in Capital Group Municipal Income ETF in Q2 2024 and held it in 1 quarter.
  • F.L. Putnam Investment Management's Capital Group Municipal Income ETF position peaked at $28.2K in Q2 2024.
  • 153 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2024.

Based on F.L. Putnam Investment Management's 13F filing for Q3 2024, filed 8 Nov 2024.