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FNY Investment Advisers’s Capital Group Municipal Income ETF CGMU Stock Holding History

FNY Investment Advisers’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
Q2 		– Sell
-50
Closed -$1 – 488
2024
Q1 		$1 Hold
50
– – ﹤0.01% 613
2023
Q4 		$1K Buy
+50
New +$1.31K ﹤0.01% 418

Other funds holding CGMU

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

FNY Investment Advisers's CGMU Position: Q2 2024 in Review

FNY Investment Advisers sold out of Capital Group Municipal Income ETF (CGMU) in Q2 2024, closing a stake of 50 shares — an estimated $1 sold.

FNY Investment Advisers first reported a position in CGMU in Q4 2023 and held it in 2 quarters. The position peaked at $1K in Q4 2023. 121 funds tracked by Wall St. Rank hold CGMU as of Q2 2024.

  • FNY Investment Advisers reported no remaining Capital Group Municipal Income ETF position as of Q2 2024 after selling out during the quarter.
  • FNY Investment Advisers sold 50 Capital Group Municipal Income ETF shares in Q2 2024, an estimated $1.
  • FNY Investment Advisers first reported a position in Capital Group Municipal Income ETF in Q4 2023 and held it in 2 quarters.
  • FNY Investment Advisers's Capital Group Municipal Income ETF position peaked at $1K in Q4 2023.
  • 121 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2024.

Based on FNY Investment Advisers's 13F filing for Q2 2024, filed 5 Aug 2024.