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

M Wealth Management LLC’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 Q1	$394K	Sell	14,502 -86	-0.6%	-$2.37K	0.33%	39
2025 Q4	$399K	Buy	14,588 +5,479	+60%	+$150K	0.35%	32
2025 Q3	$249K	Sell	9,109 -1,335	-13%	-$35.9K	0.22%	44
2025 Q2	$279K	Hold	10,444	–	–	0.26%	37
2025 Q1	$280K	Sell	10,444 -7,899	-43%	-$214K	0.26%	37
2024 Q4	$494K	Buy	+18,343	New	+$499K	0.45%	26

Other funds holding CGMU

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

M Wealth Management LLC's CGMU Position: Q1 2026 in Review

M Wealth Management LLC reduced its Capital Group Municipal Income ETF (CGMU) stake by 0.59% in Q1 2026, selling an estimated $2.37K and leaving 14,502 shares worth $394K. The position accounts for 0.33% of the portfolio, ranked #39.

M Wealth Management LLC first reported a position in CGMU in Q4 2024 and has held it in 6 quarters since. The position peaked at $494K in Q4 2024. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

M Wealth Management LLC held 14,502 shares of Capital Group Municipal Income ETF worth $394K as of Q1 2026.
M Wealth Management LLC sold 86 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $2.37K.
Capital Group Municipal Income ETF made up 0.33% of M Wealth Management LLC's portfolio in Q1 2026, its #39 holding.
M Wealth Management LLC first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 6 quarters since.
M Wealth Management LLC's Capital Group Municipal Income ETF position peaked at $494K in Q4 2024.
330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on M Wealth Management LLC's 13F filing for Q1 2026, filed 15 May 2026.