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 Q2	$276K	Hold	10,039	–	–	0.01%	796
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 $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

Level Four Advisory Services's CGMU Position: Q2 2026 in Review

Level Four Advisory Services held its Capital Group Municipal Income ETF (CGMU) position steady in Q2 2026 at 10,039 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #796.

Level Four Advisory Services first reported a position in CGMU in Q3 2024 and has held it in 8 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Level Four Advisory Services held 10,039 shares of Capital Group Municipal Income ETF worth $276K as of Q2 2026.
Level Four Advisory Services left its Capital Group Municipal Income ETF share count unchanged in Q2 2026.
Capital Group Municipal Income ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #796 holding.
Level Four Advisory Services first reported a position in Capital Group Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.