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Leverty Financial Group’s Capital Group Municipal Income ETF CGMU Stock Holding History

Leverty Financial Group’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 		$4.6M Buy
167,503
+23,337
+16% +$639K 0.89% 15
2026
Q1 		$3.91M Buy
144,166
+72,012
+100% +$1.99M 0.87% 13
2025
Q4 		$1.98M Buy
72,154
+22,587
+46% +$618K 0.47% 14
2025
Q3 		$1.35M Buy
49,567
+27,932
+129% +$751K 0.35% 15
2025
Q2 		$577K Sell
21,635
-141,625
-87% -$3.76M 0.17% 20
2025
Q1 		$4.38M Buy
+163,260
New +$4.41M 1.79% 9

Other funds holding CGMU

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
VPWL
VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
OCA
Optimus Capital Advisors Coppel, Texas $186M AUM
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Leverty Financial Group's CGMU Position: Q2 2026 in Review

Leverty Financial Group increased its Capital Group Municipal Income ETF (CGMU) stake by 16% in Q2 2026, buying an estimated $639K and bringing the position to 167,503 shares worth $4.6M. The position accounts for 0.89% of the portfolio, ranked #15.

Leverty Financial Group first reported a position in CGMU in Q1 2025 and has held it in 6 quarters since. 57 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Leverty Financial Group held 167,503 shares of Capital Group Municipal Income ETF worth $4.6M as of Q2 2026.
  • Leverty Financial Group bought 23,337 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $639K.
  • Capital Group Municipal Income ETF made up 0.89% of Leverty Financial Group's portfolio in Q2 2026, its #15 holding.
  • Leverty Financial Group first reported a position in Capital Group Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 57 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.