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 Q2	$745K	Buy	27,104 +454	+2%	+$12.4K	0.04%	265
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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s CGMU Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Capital Group Municipal Income ETF (CGMU) stake by 1.7% in Q2 2026, buying an estimated $12.4K and bringing the position to 27,104 shares worth $745K. The position accounts for 0.04% of the portfolio, ranked #265.

Keystone Financial Group (Kentucky) first reported a position in CGMU in Q3 2024 and has held it in 7 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Keystone Financial Group (Kentucky) held 27,104 shares of Capital Group Municipal Income ETF worth $745K as of Q2 2026.
Keystone Financial Group (Kentucky) bought 454 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $12.4K.
Capital Group Municipal Income ETF made up 0.04% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #265 holding.
Keystone Financial Group (Kentucky) first reported a position in Capital Group Municipal Income ETF in Q3 2024 and has held it in 7 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.