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Freedom Investment Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

Freedom Investment Management’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
2025
Q3 		– Sell
-9,706
Closed -$259K – 255
2025
Q2 		$259K Sell
9,706
-20
-0.2% -$531 0.02% 636
2025
Q1 		$261K Sell
9,726
-1,001
-9% -$27.1K 0.02% 639
2024
Q4 		$289K Buy
10,727
+382
+4% +$10.4K 0.02% 607
2024
Q3 		$284K Buy
+10,345
New +$282K 0.02% 616

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Freedom Investment Management's CGMU Position: Q3 2025 in Review

Freedom Investment Management sold out of Capital Group Municipal Income ETF (CGMU) in Q3 2025, closing a stake of 9,706 shares — an estimated $259K sold.

Freedom Investment Management first reported a position in CGMU in Q3 2024 and held it in 4 quarters. The position peaked at $289K in Q4 2024. 246 funds tracked by Wall St. Rank hold CGMU as of Q3 2025.

  • Freedom Investment Management reported no remaining Capital Group Municipal Income ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 9,706 Capital Group Municipal Income ETF shares in Q3 2025, an estimated $259K.
  • Freedom Investment Management first reported a position in Capital Group Municipal Income ETF in Q3 2024 and held it in 4 quarters.
  • Freedom Investment Management's Capital Group Municipal Income ETF position peaked at $289K in Q4 2024.
  • 246 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.