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 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 $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

Hartmann Taylor Wealth Management's CGMU Position: Q1 2026 in Review

Hartmann Taylor Wealth Management increased its Capital Group Municipal Income ETF (CGMU) stake by 41% in Q1 2026, buying an estimated $2.62M and bringing the position to 326,554 shares worth $8.87M. The position accounts for 5.86% of the portfolio, ranked #5.

Hartmann Taylor Wealth Management first reported a position in CGMU in Q1 2025 and has held it in 5 quarters since. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

Hartmann Taylor Wealth Management held 326,554 shares of Capital Group Municipal Income ETF worth $8.87M as of Q1 2026.
Hartmann Taylor Wealth Management bought 95,035 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $2.62M.
Capital Group Municipal Income ETF made up 5.86% of Hartmann Taylor Wealth Management's portfolio in Q1 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 5 quarters since.
330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.