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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
Q3 		$385K Sell
14,829
-2,282
-13% -$61.5K 0.03% 399
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 		$346K 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

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

First Heartland Consultants's CGMU Position: Q3 2026 in Review

First Heartland Consultants reduced its Capital Group Municipal Income ETF (CGMU) stake by 13% in Q3 2026, selling an estimated $61.5K and leaving 14,829 shares worth $385K. The position accounts for 0.03% of the portfolio, ranked #399.

First Heartland Consultants first reported a position in CGMU in Q4 2023 and has held it in 12 quarters since. The position peaked at $485K in Q4 2025. 19 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

  • First Heartland Consultants held 14,829 shares of Capital Group Municipal Income ETF worth $385K as of Q3 2026.
  • First Heartland Consultants sold 2,282 Capital Group Municipal Income ETF shares in Q3 2026, an estimated $61.5K.
  • Capital Group Municipal Income ETF made up 0.03% of First Heartland Consultants's portfolio in Q3 2026, its #399 holding.
  • First Heartland Consultants first reported a position in Capital Group Municipal Income ETF in Q4 2023 and has held it in 12 quarters since.
  • First Heartland Consultants's Capital Group Municipal Income ETF position peaked at $485K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.