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

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

LifeGoal Wealth Advisors's CGMU Position: Q2 2026 in Review

LifeGoal Wealth Advisors reduced its Capital Group Municipal Income ETF (CGMU) stake by 32% in Q2 2026, selling an estimated $422K and leaving 32,807 shares worth $901K. The position accounts for 0.41% of the portfolio, ranked #35.

LifeGoal Wealth Advisors first reported a position in CGMU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q1 2026. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

LifeGoal Wealth Advisors held 32,807 shares of Capital Group Municipal Income ETF worth $901K as of Q2 2026.
LifeGoal Wealth Advisors sold 15,408 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $422K.
Capital Group Municipal Income ETF made up 0.41% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #35 holding.
LifeGoal Wealth Advisors first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
LifeGoal Wealth Advisors's Capital Group Municipal Income ETF position peaked at $1.31M in Q1 2026.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.