Madison Wealth Partners’s Capital Group Municipal Income ETF CGMU Stock Holding History

Madison Wealth Partners’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	$1.15M	Buy	41,831 +53	+0.1%	+$1.45K	0.15%	77
2026 Q1	$1.13M	Buy	41,778 +2,114	+5%	+$58.3K	0.18%	58
2025 Q4	$1.09M	Sell	39,664 -1,238	-3%	-$33.9K	0.2%	59
2025 Q3	$1.12M	Buy	40,902 +2,126	+5%	+$57.2K	0.22%	51
2025 Q2	$1.03M	Buy	38,776 +8,947	+30%	+$238K	0.23%	53
2025 Q1	$800K	Sell	29,829 -3,697	-11%	-$99.9K	0.2%	58
2024 Q4	$903K	Sell	33,526 -1,180	-3%	-$32.1K	0.25%	51
2024 Q3	$953K	Sell	34,706 -452	-1%	-$12.3K	0.28%	52
2024 Q2	$944K	Buy	35,158 +1,411	+4%	+$37.9K	0.32%	41
2024 Q1	$912K	Sell	33,747 -178	-0.5%	-$4.81K	0.33%	37
2023 Q4	$919K	Sell	33,925 -1,860	-5%	-$48.7K	0.36%	36
2023 Q3	$920K	Buy	35,785 +11,043	+45%	+$290K	0.47%	29
2023 Q2	$655K	Buy	24,742 +4,265	+21%	+$113K	0.31%	38
2023 Q1	$546K	Buy	+20,477	New	+$545K	0.28%	41

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

Madison Wealth Partners's CGMU Position: Q2 2026 in Review

Madison Wealth Partners increased its Capital Group Municipal Income ETF (CGMU) stake by 0.13% in Q2 2026, buying an estimated $1.45K and bringing the position to 41,831 shares worth $1.15M. The position accounts for 0.15% of the portfolio, ranked #77.

Madison Wealth Partners first reported a position in CGMU in Q1 2023 and has held it in 14 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Madison Wealth Partners held 41,831 shares of Capital Group Municipal Income ETF worth $1.15M as of Q2 2026.
Madison Wealth Partners bought 53 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $1.45K.
Capital Group Municipal Income ETF made up 0.15% of Madison Wealth Partners's portfolio in Q2 2026, its #77 holding.
Madison Wealth Partners first reported a position in Capital Group Municipal Income ETF in Q1 2023 and has held it in 14 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.