Keystone Financial Group (Kentucky)’s Capital Group Municipal Income ETF CGMU Stock Holding History

Keystone Financial Group (Kentucky)’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 Q1	$724K	Buy	26,650 +2,354	+10%	+$64.9K	0.05%	243
2025 Q4	$665K	Buy	+24,296	New	+$665K	0.05%	222
2025 Q3	–	Sell	-18,182	Closed	-$485K	–	434
2025 Q2	$485K	Buy	18,182 +2,277	+14%	+$60.5K	0.04%	232
2025 Q1	$427K	Buy	15,905 +5,502	+53%	+$149K	0.04%	238
2024 Q4	$280K	Buy	10,403 +2,402	+30%	+$65.3K	0.03%	307
2024 Q3	$220K	Buy	+8,001	New	+$218K	0.03%	340

Other funds holding CGMU

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return