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Farther Finance Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

Farther Finance 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
Q3 		$4.13M Buy
159,237
+137,405
+629% +$3.7M 0.03% 495
2026
Q2 		$600K Buy
21,832
+4,026
+23% +$110K ﹤0.01% 1432
2026
Q1 		$484K Buy
17,806
+833
+5% +$23K ﹤0.01% 1419
2025
Q4 		$465K Buy
16,973
+12,388
+270% +$339K 0.01% 1355
2025
Q3 		$125K Buy
+4,585
New +$123K ﹤0.01% 1891

Other funds holding CGMU

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Farther Finance Advisors's CGMU Position: Q3 2026 in Review

Farther Finance Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 629% in Q3 2026, buying an estimated $3.7M and bringing the position to 159,237 shares worth $4.13M. The position accounts for 0.03% of the portfolio, ranked #495.

Farther Finance Advisors first reported a position in CGMU in Q3 2025 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

  • Farther Finance Advisors held 159,237 shares of Capital Group Municipal Income ETF worth $4.13M as of Q3 2026.
  • Farther Finance Advisors bought 137,405 Capital Group Municipal Income ETF shares in Q3 2026, an estimated $3.7M.
  • Capital Group Municipal Income ETF made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #495 holding.
  • Farther Finance Advisors first reported a position in Capital Group Municipal Income ETF in Q3 2025 and has held it in 5 quarters since.
  • 19 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.