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 Q2	$543K	Buy	19,759 +5,257	+36%	+$144K	0.43%	35
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 $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

M Wealth Management LLC's CGMU Position: Q2 2026 in Review

M Wealth Management LLC increased its Capital Group Municipal Income ETF (CGMU) stake by 36% in Q2 2026, buying an estimated $144K and bringing the position to 19,759 shares worth $543K. The position accounts for 0.43% of the portfolio, ranked #35.

M Wealth Management LLC first reported a position in CGMU in Q4 2024 and has held it in 7 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

M Wealth Management LLC held 19,759 shares of Capital Group Municipal Income ETF worth $543K as of Q2 2026.
M Wealth Management LLC bought 5,257 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $144K.
Capital Group Municipal Income ETF made up 0.43% of M Wealth Management LLC's portfolio in Q2 2026, its #35 holding.
M Wealth Management LLC first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.