Intergy Private Wealth
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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
Q3 		$1.1M Sell
42,323
-1,318
-3% -$35.5K 0.25% 54
2026
Q2 		$1.2M Sell
43,641
-234
-0.5% -$6.4K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Intergy Private Wealth's CGMU Position: Q3 2026 in Review

Intergy Private Wealth reduced its Capital Group Municipal Income ETF (CGMU) stake by 3% in Q3 2026, selling an estimated $35.5K and leaving 42,323 shares worth $1.1M. The position accounts for 0.25% of the portfolio, ranked #54.

Intergy Private Wealth first reported a position in CGMU in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.2M in Q2 2026. 226 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

  • Intergy Private Wealth held 42,323 shares of Capital Group Municipal Income ETF worth $1.1M as of Q3 2026.
  • Intergy Private Wealth sold 1,318 Capital Group Municipal Income ETF shares in Q3 2026, an estimated $35.5K.
  • Capital Group Municipal Income ETF made up 0.25% of Intergy Private Wealth's portfolio in Q3 2026, its #54 holding.
  • Intergy Private Wealth first reported a position in Capital Group Municipal Income ETF in Q1 2024 and has held it in 11 quarters since.
  • Intergy Private Wealth's Capital Group Municipal Income ETF position peaked at $1.2M in Q2 2026.
  • 226 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.