Freedom Financial Partners’s Capital Group Municipal Income ETF CGMU Stock Holding History

Freedom Financial Partners’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	$2.38M	Buy	87,762 +1,932	+2%	+$53.3K	0.85%	26
2025 Q4	$2.35M	Buy	85,830 +4,552	+6%	+$125K	0.86%	26
2025 Q3	$2.22M	Buy	81,278 +8,112	+11%	+$218K	0.85%	25
2025 Q2	$1.95M	Buy	73,166 +2,905	+4%	+$77.2K	0.82%	23
2025 Q1	$1.88M	Buy	70,261 +11,178	+19%	+$302K	0.88%	23
2024 Q4	$1.59M	Buy	+59,083	New	+$1.61M	0.77%	24

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

Freedom Financial Partners's CGMU Position: Q1 2026 in Review

Freedom Financial Partners increased its Capital Group Municipal Income ETF (CGMU) stake by 2.3% in Q1 2026, buying an estimated $53.3K and bringing the position to 87,762 shares worth $2.38M. The position accounts for 0.85% of the portfolio, ranked #26.

Freedom Financial Partners first reported a position in CGMU in Q4 2024 and has held it in 6 quarters since. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

Freedom Financial Partners held 87,762 shares of Capital Group Municipal Income ETF worth $2.38M as of Q1 2026.
Freedom Financial Partners bought 1,932 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $53.3K.
Capital Group Municipal Income ETF made up 0.85% of Freedom Financial Partners's portfolio in Q1 2026, its #26 holding.
Freedom Financial Partners first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 6 quarters since.
330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Freedom Financial Partners's 13F filing for Q1 2026, filed 16 Apr 2026.