Intergy Private Wealth’s Capital Group Municipal Income ETF CGMU Stock Holding History

Intergy Private Wealth’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	$1.2M	Sell	43,641 -234	-0.5%	-$6.41K	0.28%	51
2026 Q1	$1.19M	Buy	43,875 +2,601	+6%	+$71.7K	0.35%	43
2025 Q4	$1.13M	Buy	41,274 +6,368	+18%	+$174K	0.34%	47
2025 Q3	$953K	Buy	34,906 +1,752	+5%	+$47.1K	0.3%	49
2025 Q2	$885K	Sell	33,154 -1,178	-3%	-$31.3K	0.3%	49
2025 Q1	$921K	Sell	34,332 -3,662	-10%	-$99K	0.35%	41
2024 Q4	$1.02M	Buy	37,994 +751	+2%	+$20.4K	0.38%	41
2024 Q3	$1.02M	Buy	37,243 +570	+2%	+$15.5K	0.39%	40
2024 Q2	$985K	Buy	36,673 +22,334	+156%	+$599K	0.41%	40
2024 Q1	$387K	Buy	+14,339	New	+$387K	0.16%	64

Other funds holding CGMU

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

APW

Alliance Private Wealth North Reading, Massachusetts $288M AUM

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

VPWL

VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Intergy Private Wealth's CGMU Position: Q2 2026 in Review

Intergy Private Wealth reduced its Capital Group Municipal Income ETF (CGMU) stake by 0.53% in Q2 2026, selling an estimated $6.41K and leaving 43,641 shares worth $1.2M. The position accounts for 0.28% of the portfolio, ranked #51.

Intergy Private Wealth first reported a position in CGMU in Q1 2024 and has held it in 10 quarters since. 69 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Intergy Private Wealth held 43,641 shares of Capital Group Municipal Income ETF worth $1.2M as of Q2 2026.
Intergy Private Wealth sold 234 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $6.41K.
Capital Group Municipal Income ETF made up 0.28% of Intergy Private Wealth's portfolio in Q2 2026, its #51 holding.
Intergy Private Wealth first reported a position in Capital Group Municipal Income ETF in Q1 2024 and has held it in 10 quarters since.
69 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.