Global Retirement Partners’s Capital Group Municipal Income ETF CGMU Stock Holding History

Global Retirement 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
2025 Q4	$2.79M	Buy	102,011 +7,816	+8%	+$214K	0.05%	347
2025 Q3	$2.57M	Buy	94,195 +24,875	+36%	+$669K	0.06%	303
2025 Q2	$1.85M	Buy	+69,320	New	+$1.84M	0.05%	357
2024 Q4	$317K	Buy	11,785 +3,868	+49%	+$105K	0.01%	775
2024 Q3	$217K	Buy	7,917 +3,787	+92%	+$103K	0.01%	884
2024 Q2	$111K	Buy	4,130 +350	+9%	+$9.39K	﹤0.01%	1135
2024 Q1	$102K	Buy	3,780 +3,300	+688%	+$89.2K	﹤0.01%	1074
2023 Q4	$13K	Buy	+480	New	+$12.6K	﹤0.01%	1952

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

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

Northwestern Mutual Wealth Management

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services

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

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return