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Legacy Private Trust’s Capital Group Municipal Income ETF CGMU Stock Holding History

Legacy Private Trust’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
Q3 		$4.78M Sell
184,373
-49,718
-21% -$1.34M 0.26% 71
2026
Q2 		$6.43M Buy
234,091
+84,878
+57% +$2.32M 0.36% 60
2026
Q1 		$4.05M Buy
149,213
+58,473
+64% +$1.61M 0.25% 79
2025
Q4 		$2.48M Buy
+90,740
New +$2.48M 0.15% 109

Other funds holding CGMU

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Legacy Private Trust's CGMU Position: Q3 2026 in Review

Legacy Private Trust reduced its Capital Group Municipal Income ETF (CGMU) stake by 21% in Q3 2026, selling an estimated $1.34M and leaving 184,373 shares worth $4.78M. The position accounts for 0.26% of the portfolio, ranked #71.

Legacy Private Trust first reported a position in CGMU in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.43M in Q2 2026. 19 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

  • Legacy Private Trust held 184,373 shares of Capital Group Municipal Income ETF worth $4.78M as of Q3 2026.
  • Legacy Private Trust sold 49,718 Capital Group Municipal Income ETF shares in Q3 2026, an estimated $1.34M.
  • Capital Group Municipal Income ETF made up 0.26% of Legacy Private Trust's portfolio in Q3 2026, its #71 holding.
  • Legacy Private Trust first reported a position in Capital Group Municipal Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Legacy Private Trust's Capital Group Municipal Income ETF position peaked at $6.43M in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.