Koshinski Asset Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

Koshinski Asset 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	$8.89M	Buy	323,544 +13,558	+4%	+$371K	0.47%	45
2026 Q1	$8.42M	Buy	309,986 +5,570	+2%	+$154K	0.52%	40
2025 Q4	$8.33M	Buy	304,416 +46,373	+18%	+$1.27M	0.54%	40
2025 Q3	$7.04M	Buy	258,043 +44,787	+21%	+$1.2M	0.47%	44
2025 Q2	$5.69M	Buy	213,256 +23,060	+12%	+$613K	0.43%	43
2025 Q1	$5.1M	Sell	190,196 -950	-0.5%	-$25.7K	0.43%	45
2024 Q4	$5.15M	Buy	191,146 +46,576	+32%	+$1.27M	0.44%	41
2024 Q3	$3.97M	Buy	144,570 +14,721	+11%	+$401K	0.34%	60
2024 Q2	$3.5M	Sell	129,849 -4,231	-3%	-$114K	0.32%	70
2024 Q1	$3.62M	Buy	134,080 +119,889	+845%	+$3.24M	0.37%	57
2023 Q4	$384K	Buy	14,191 +3,379	+31%	+$88.4K	0.06%	341
2023 Q3	$278K	Buy	+10,812	New	+$284K	0.03%	444

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 22.96% 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

Koshinski Asset Management's CGMU Position: Q2 2026 in Review

Koshinski Asset Management increased its Capital Group Municipal Income ETF (CGMU) stake by 4.4% in Q2 2026, buying an estimated $371K and bringing the position to 323,544 shares worth $8.89M. The position accounts for 0.47% of the portfolio, ranked #45.

Koshinski Asset Management first reported a position in CGMU in Q3 2023 and has held it in 12 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Koshinski Asset Management held 323,544 shares of Capital Group Municipal Income ETF worth $8.89M as of Q2 2026.
Koshinski Asset Management bought 13,558 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $371K.
Capital Group Municipal Income ETF made up 0.47% of Koshinski Asset Management's portfolio in Q2 2026, its #45 holding.
Koshinski Asset Management first reported a position in Capital Group Municipal Income ETF in Q3 2023 and has held it in 12 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.