LifeGoal Wealth Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

LifeGoal Wealth Advisors’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	$901K	Sell	32,807 -15,408	-32%	-$422K	0.41%	35
2026 Q1	$1.31M	Buy	48,215 +3,015	+7%	+$83.2K	0.75%	27
2025 Q4	$1.24M	Buy	45,200 +7,911	+21%	+$217K	0.82%	27
2025 Q3	$1.02M	Sell	37,289 -999	-3%	-$26.9K	0.85%	25
2025 Q2	$1.02M	Sell	38,288 -9,715	-20%	-$258K	0.97%	23
2025 Q1	$1.29M	Buy	48,003 +10,725	+29%	+$290K	1.39%	19
2024 Q4	$1M	Buy	+37,278	New	+$1.01M	1.09%	25

Other funds holding CGMU

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Optimus Capital Advisors Coppel, Texas $186M AUM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Capital Investment Management Lees Summit, Missouri $326M AUM