Lodestone Wealth Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

Lodestone Wealth Management’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	$302K	Sell	11,004 -949	-8%	-$26K	0.11%	153
2026 Q1	$325K	Sell	11,953 -691	-5%	-$19.1K	0.13%	140
2025 Q4	$346K	Buy	12,644 +108	+0.9%	+$2.96K	0.14%	130
2025 Q3	$342K	Buy	12,536 +1,147	+10%	+$30.8K	0.15%	131
2025 Q2	$304K	Sell	11,389 -41	-0.4%	-$1.09K	0.15%	133
2025 Q1	$307K	Sell	11,430 -407	-3%	-$11K	0.16%	120
2024 Q4	$319K	Sell	11,837 -322	-3%	-$8.75K	0.16%	113
2024 Q3	$334K	Buy	12,159 +1,507	+14%	+$41.1K	0.17%	111
2024 Q2	$286K	Sell	10,652 -1,607	-13%	-$43.1K	0.15%	124
2024 Q1	$331K	Buy	+12,259	New	+$331K	0.17%	118

Other funds holding CGMU

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CTA

Clear Trail Advisors Houston, Texas $655M AUM

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

Lodestone Wealth Management's CGMU Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Capital Group Municipal Income ETF (CGMU) stake by 7.9% in Q2 2026, selling an estimated $26K and leaving 11,004 shares worth $302K. The position accounts for 0.11% of the portfolio, ranked #153.

Lodestone Wealth Management first reported a position in CGMU in Q1 2024 and has held it in 10 quarters since. The position peaked at $346K in Q4 2025. 168 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Lodestone Wealth Management held 11,004 shares of Capital Group Municipal Income ETF worth $302K as of Q2 2026.
Lodestone Wealth Management sold 949 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $26K.
Capital Group Municipal Income ETF made up 0.11% of Lodestone Wealth Management's portfolio in Q2 2026, its #153 holding.
Lodestone Wealth Management first reported a position in Capital Group Municipal Income ETF in Q1 2024 and has held it in 10 quarters since.
Lodestone Wealth Management's Capital Group Municipal Income ETF position peaked at $346K in Q4 2025.
168 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.