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 Q2	$2.34M	Sell	85,163 -2,599	-3%	-$71.1K	0.76%	25
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 $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

Freedom Financial Partners's CGMU Position: Q2 2026 in Review

Freedom Financial Partners reduced its Capital Group Municipal Income ETF (CGMU) stake by 3% in Q2 2026, selling an estimated $71.1K and leaving 85,163 shares worth $2.34M. The position accounts for 0.76% of the portfolio, ranked #25.

Freedom Financial Partners first reported a position in CGMU in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.38M in Q1 2026. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Freedom Financial Partners held 85,163 shares of Capital Group Municipal Income ETF worth $2.34M as of Q2 2026.
Freedom Financial Partners sold 2,599 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $71.1K.
Capital Group Municipal Income ETF made up 0.76% of Freedom Financial Partners's portfolio in Q2 2026, its #25 holding.
Freedom Financial Partners first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
Freedom Financial Partners's Capital Group Municipal Income ETF position peaked at $2.38M in Q1 2026.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.