Laird Norton Wetherby Wealth Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

Laird Norton Wetherby 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
2024 Q2	–	Sell	-23,300	Closed	-$629K	–	935
2024 Q1	$629K	Hold	23,300	–	–	0.03%	490
2023 Q4	$631K	Buy	+23,300	New	+$610K	0.03%	462

Other funds holding CGMU

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's CGMU Position: Q2 2024 in Review

Laird Norton Wetherby Wealth Management sold out of Capital Group Municipal Income ETF (CGMU) in Q2 2024, closing a stake of 23,300 shares — an estimated $629K sold.

Laird Norton Wetherby Wealth Management first reported a position in CGMU in Q4 2023 and held it in 2 quarters. The position peaked at $631K in Q4 2023. 121 funds tracked by Wall St. Rank hold CGMU as of Q2 2024.

Laird Norton Wetherby Wealth Management reported no remaining Capital Group Municipal Income ETF position as of Q2 2024 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 23,300 Capital Group Municipal Income ETF shares in Q2 2024, an estimated $629K.
Laird Norton Wetherby Wealth Management first reported a position in Capital Group Municipal Income ETF in Q4 2023 and held it in 2 quarters.
Laird Norton Wetherby Wealth Management's Capital Group Municipal Income ETF position peaked at $631K in Q4 2023.
121 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.