Hartmann Taylor Wealth Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

Hartmann Taylor Wealth 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
2026 Q2	$8.87M	Hold	326,554	–	–	5.87%	5
2026 Q1	$8.87M	Buy	326,554 +95,035	+41%	+$2.62M	5.86%	5
2025 Q4	$6.34M	Buy	231,519 +52,663	+29%	+$1.44M	4.28%	7
2025 Q3	$4.88M	Sell	178,856 -6,684	-4%	-$180K	3.5%	8
2025 Q2	$4.95M	Sell	185,540 -24,274	-12%	-$645K	4.12%	8
2025 Q1	$5.63M	Buy	+209,814	New	+$5.67M	5.04%	5

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

Hartmann Taylor Wealth Management's CGMU Position: Q2 2026 in Review

Hartmann Taylor Wealth Management held its Capital Group Municipal Income ETF (CGMU) position steady in Q2 2026 at 326,554 shares worth $8.87M. The position accounts for 5.87% of the portfolio, ranked #5.

Hartmann Taylor Wealth Management first reported a position in CGMU in Q1 2025 and has held it in 6 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Hartmann Taylor Wealth Management held 326,554 shares of Capital Group Municipal Income ETF worth $8.87M as of Q2 2026.
Hartmann Taylor Wealth Management left its Capital Group Municipal Income ETF share count unchanged in Q2 2026.
Capital Group Municipal Income ETF made up 5.87% of Hartmann Taylor Wealth Management's portfolio in Q2 2026, its #5 holding.
Hartmann Taylor Wealth Management first reported a position in Capital Group Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.