Frazier Financial Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

Frazier Financial 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 Q2	$426K	Sell	15,525 -690	-4%	-$18.9K	0.22%	42
2026 Q1	$440K	Buy	16,215 +614	+4%	+$16.9K	0.24%	39
2025 Q4	$427K	Buy	15,601 +5	+0%	+$137	0.25%	41
2025 Q3	$426K	Sell	15,596 -1,443	-8%	-$38.8K	0.26%	36
2025 Q2	$455K	Sell	17,039 -668	-4%	-$17.7K	0.32%	33
2025 Q1	$475K	Sell	17,707 -1,138	-6%	-$30.8K	0.37%	30
2024 Q4	$507K	Sell	18,845 -1,844	-9%	-$50.1K	0.4%	27
2024 Q3	$568K	Sell	20,689 -2,933	-12%	-$80K	0.44%	26
2024 Q2	$634K	Sell	23,622 -5,848	-20%	-$157K	0.5%	23
2024 Q1	$796K	Buy	+29,470	New	+$796K	0.65%	20

Other funds holding CGMU

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Frazier Financial Advisors's CGMU Position: Q2 2026 in Review

Frazier Financial Advisors reduced its Capital Group Municipal Income ETF (CGMU) stake by 4.3% in Q2 2026, selling an estimated $18.9K and leaving 15,525 shares worth $426K. The position accounts for 0.22% of the portfolio, ranked #42.

Frazier Financial Advisors first reported a position in CGMU in Q1 2024 and has held it in 10 quarters since. The position peaked at $796K in Q1 2024. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Frazier Financial Advisors held 15,525 shares of Capital Group Municipal Income ETF worth $426K as of Q2 2026.
Frazier Financial Advisors sold 690 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $18.9K.
Capital Group Municipal Income ETF made up 0.22% of Frazier Financial Advisors's portfolio in Q2 2026, its #42 holding.
Frazier Financial Advisors first reported a position in Capital Group Municipal Income ETF in Q1 2024 and has held it in 10 quarters since.
Frazier Financial Advisors's Capital Group Municipal Income ETF position peaked at $796K in Q1 2024.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.