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

ICA Group 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
2024
Q2 		$105K Buy
3,908
+2,251
+136% +$60.4K 0.06% 166
2024
Q1 		$44.8K Buy
1,657
+487
+42% +$13.2K 0.01% 579
2023
Q4 		$31.7K Buy
+1,170
New +$30.6K 0.01% 611
2023
Q3 		– Sell
-219
Closed -$5.79K – 379
2023
Q2 		$5.79K Buy
219
+94
+75% +$2.5K ﹤0.01% 952
2023
Q1 		$3.33K Buy
+125
New +$3.33K ﹤0.01% 1020

Other funds holding CGMU

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

ICA Group Wealth Management's CGMU Position: Q2 2024 in Review

ICA Group Wealth Management increased its Capital Group Municipal Income ETF (CGMU) stake by 136% in Q2 2024, buying an estimated $60.4K and bringing the position to 3,908 shares worth $105K. The position accounts for 0.06% of the portfolio, ranked #166.

ICA Group Wealth Management first reported a position in CGMU in Q1 2023 and has held it in 5 quarters since. 121 funds tracked by Wall St. Rank hold CGMU as of Q2 2024.

  • ICA Group Wealth Management held 3,908 shares of Capital Group Municipal Income ETF worth $105K as of Q2 2024.
  • ICA Group Wealth Management bought 2,251 Capital Group Municipal Income ETF shares in Q2 2024, an estimated $60.4K.
  • Capital Group Municipal Income ETF made up 0.06% of ICA Group Wealth Management's portfolio in Q2 2024, its #166 holding.
  • ICA Group Wealth Management first reported a position in Capital Group Municipal Income ETF in Q1 2023 and has held it in 5 quarters since.
  • 121 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.