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Financial Advocates Investment Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

Financial Advocates 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
2025
Q3 		– Sell
-13,201
Closed -$352K – 168
2025
Q2 		$352K Sell
13,201
-3,283
-20% -$87.2K 0.03% 457
2025
Q1 		$442K Sell
16,484
-137
-0.8% -$3.7K 0.03% 452
2024
Q4 		$447K Buy
16,621
+7,265
+78% +$198K 0.03% 487
2024
Q3 		$257K Buy
+9,356
New +$255K 0.01% 645

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Advocates Investment Management's CGMU Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Capital Group Municipal Income ETF (CGMU) in Q3 2025, closing a stake of 13,201 shares — an estimated $352K sold.

Financial Advocates Investment Management first reported a position in CGMU in Q3 2024 and held it in 4 quarters. The position peaked at $447K in Q4 2024. 246 funds tracked by Wall St. Rank hold CGMU as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Capital Group Municipal Income ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 13,201 Capital Group Municipal Income ETF shares in Q3 2025, an estimated $352K.
  • Financial Advocates Investment Management first reported a position in Capital Group Municipal Income ETF in Q3 2024 and held it in 4 quarters.
  • Financial Advocates Investment Management's Capital Group Municipal Income ETF position peaked at $447K in Q4 2024.
  • 246 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.