Keeler & Nadler Financial Planning & Wealth Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

Keeler & Nadler Financial Planning & 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 Q2	$2.13M	Buy	77,402 +1,716	+2%	+$47K	0.6%	29
2026 Q1	$2.05M	Buy	75,686 +544	+0.7%	+$15K	0.7%	28
2025 Q4	$2.06M	Buy	75,142 +1,496	+2%	+$41K	0.71%	24
2025 Q3	$2.01M	Sell	73,646 -1,462	-2%	-$39.3K	0.74%	27
2025 Q2	$2M	Buy	75,108 +37,712	+101%	+$1M	0.8%	27
2025 Q1	$1M	Buy	37,396 +5,544	+17%	+$150K	0.45%	33
2024 Q4	$857K	Buy	31,852 +11,787	+59%	+$320K	0.4%	36
2024 Q3	$551K	Buy	+20,065	New	+$547K	0.27%	40

Other funds holding CGMU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

VWM

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's CGMU Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management increased its Capital Group Municipal Income ETF (CGMU) stake by 2.3% in Q2 2026, buying an estimated $47K and bringing the position to 77,402 shares worth $2.13M. The position accounts for 0.6% of the portfolio, ranked #29.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in CGMU in Q3 2024 and has held it in 8 quarters since. 237 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management held 77,402 shares of Capital Group Municipal Income ETF worth $2.13M as of Q2 2026.
Keeler & Nadler Financial Planning & Wealth Management bought 1,716 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $47K.
Capital Group Municipal Income ETF made up 0.6% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #29 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in Capital Group Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
237 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.