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

Lineweaver 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
Q3 		$1.53M Buy
59,156
+23,059
+64% +$621K 0.18% 102
2026
Q2 		$992K Buy
36,097
+4,368
+14% +$120K 0.12% 118
2026
Q1 		$861K Buy
+31,729
New +$875K 0.12% 116

Other funds holding CGMU

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Lineweaver Wealth Advisors's CGMU Position: Q3 2026 in Review

Lineweaver Wealth Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 64% in Q3 2026, buying an estimated $621K and bringing the position to 59,156 shares worth $1.53M. The position accounts for 0.18% of the portfolio, ranked #102.

Lineweaver Wealth Advisors first reported a position in CGMU in Q1 2026 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

  • Lineweaver Wealth Advisors held 59,156 shares of Capital Group Municipal Income ETF worth $1.53M as of Q3 2026.
  • Lineweaver Wealth Advisors bought 23,059 Capital Group Municipal Income ETF shares in Q3 2026, an estimated $621K.
  • Capital Group Municipal Income ETF made up 0.18% of Lineweaver Wealth Advisors's portfolio in Q3 2026, its #102 holding.
  • Lineweaver Wealth Advisors first reported a position in Capital Group Municipal Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.