First Heartland Consultants’s Capital Group Municipal Income ETF CGMU Stock Holding History

First Heartland Consultants’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 Q2	$470K	Sell	17,111 -603	-3%	-$16.5K	0.03%	334
2026 Q1	$481K	Buy	17,714 +17	+0.1%	+$469	0.04%	292
2025 Q4	$485K	Hold	17,697	–	–	0.04%	303
2025 Q3	$483K	Buy	17,697 +1,240	+8%	+$33.3K	0.04%	291
2025 Q2	$439K	Buy	16,457 +3,199	+24%	+$85K	0.04%	297
2025 Q1	$356K	Buy	13,258 +125	+1%	+$3.38K	0.04%	308
2024 Q4	$354K	Sell	13,133 -103	-0.8%	-$2.8K	0.04%	307
2024 Q3	$363K	Buy	13,236 +363	+3%	+$9.89K	0.04%	298
2024 Q2	$346	Sell	12,873 -2,040	-14%	-$54.7K	0.02%	319
2024 Q1	$403K	Buy	14,913 +4,911	+49%	+$133K	0.04%	282
2023 Q4	$271K	Buy	+10,002	New	+$262K	0.03%	303

Other funds holding CGMU

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

CTA

Clear Trail Advisors Houston, Texas $655M AUM

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

First Heartland Consultants's CGMU Position: Q2 2026 in Review

First Heartland Consultants reduced its Capital Group Municipal Income ETF (CGMU) stake by 3.4% in Q2 2026, selling an estimated $16.5K and leaving 17,111 shares worth $470K. The position accounts for 0.03% of the portfolio, ranked #334.

First Heartland Consultants first reported a position in CGMU in Q4 2023 and has held it in 11 quarters since. The position peaked at $485K in Q4 2025. 119 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

First Heartland Consultants held 17,111 shares of Capital Group Municipal Income ETF worth $470K as of Q2 2026.
First Heartland Consultants sold 603 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $16.5K.
Capital Group Municipal Income ETF made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #334 holding.
First Heartland Consultants first reported a position in Capital Group Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
First Heartland Consultants's Capital Group Municipal Income ETF position peaked at $485K in Q4 2025.
119 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.