IFP Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$748K	Buy	27,565 +988	+4%	+$27.3K	0.02%	802
2025 Q4	$728K	Buy	26,577 +6,307	+31%	+$173K	0.02%	783
2025 Q3	$553K	Buy	20,270 +4,822	+31%	+$130K	0.01%	818
2025 Q2	$412K	Buy	15,448 +4,111	+36%	+$109K	0.01%	916
2025 Q1	$304K	Buy	11,337 +561	+5%	+$15.2K	0.01%	980
2024 Q4	$290K	Buy	10,776 +45	+0.4%	+$1.22K	0.01%	957
2024 Q3	$295K	Buy	10,731 +33	+0.3%	+$900	0.01%	908
2024 Q2	$287K	Buy	10,698 +2,831	+36%	+$75.9K	0.01%	859
2024 Q1	$212K	Buy	7,867 +1,301	+20%	+$35.2K	0.01%	972
2023 Q4	$178K	Sell	6,566 -26,986	-80%	-$706K	0.01%	1000
2023 Q3	$862K	Buy	33,552 +27,271	+434%	+$717K	0.04%	430
2023 Q2	$166K	Buy	6,281 +4,985	+385%	+$132K	0.01%	1114
2023 Q1	$32.6K	Buy	1,296 +112	+9%	+$2.98K	﹤0.01%	1786
2022 Q4	$30K	Buy	+1,184	New	+$30.8K	﹤0.01%	2578