Level Four Advisory Services’s Capital Group Municipal Income ETF CGMU Stock Holding History

Level Four Advisory Services’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	$273K	Hold	10,039	–	–	0.01%	751
2025 Q4	$275K	Hold	10,039	–	–	0.01%	716
2025 Q3	$274K	Hold	10,039	–	–	0.01%	686
2025 Q2	$268K	Hold	10,039	–	–	0.01%	670
2025 Q1	$269K	Hold	10,039	–	–	0.01%	655
2024 Q4	$270K	Hold	10,039	–	–	0.01%	644
2024 Q3	$271K	Buy	+10,039	New	+$274K	0.01%	658

Other funds holding CGMU

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

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

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

Level Four Advisory Services's CGMU Position: Q1 2026 in Review

Level Four Advisory Services held its Capital Group Municipal Income ETF (CGMU) position steady in Q1 2026 at 10,039 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #751.

Level Four Advisory Services first reported a position in CGMU in Q3 2024 and has held it in 7 quarters since. The position peaked at $275K in Q4 2025. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

Level Four Advisory Services held 10,039 shares of Capital Group Municipal Income ETF worth $273K as of Q1 2026.
Level Four Advisory Services left its Capital Group Municipal Income ETF share count unchanged in Q1 2026.
Capital Group Municipal Income ETF made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #751 holding.
Level Four Advisory Services first reported a position in Capital Group Municipal Income ETF in Q3 2024 and has held it in 7 quarters since.
Level Four Advisory Services's Capital Group Municipal Income ETF position peaked at $275K in Q4 2025.
330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.