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 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 $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Frazier Financial Advisors's CGMU Position: Q1 2026 in Review

Frazier Financial Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 3.9% in Q1 2026, buying an estimated $16.9K and bringing the position to 16,215 shares worth $440K. The position accounts for 0.24% of the portfolio, ranked #39.

Frazier Financial Advisors first reported a position in CGMU in Q1 2024 and has held it in 9 quarters since. The position peaked at $796K in Q1 2024. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

Frazier Financial Advisors held 16,215 shares of Capital Group Municipal Income ETF worth $440K as of Q1 2026.
Frazier Financial Advisors bought 614 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $16.9K.
Capital Group Municipal Income ETF made up 0.24% of Frazier Financial Advisors's portfolio in Q1 2026, its #39 holding.
Frazier Financial Advisors first reported a position in Capital Group Municipal Income ETF in Q1 2024 and has held it in 9 quarters since.
Frazier Financial Advisors's Capital Group Municipal Income ETF position peaked at $796K in Q1 2024.
330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.