Melone Private Wealth’s Capital Group Municipal Income ETF CGMU Stock Holding History

Melone Private Wealth’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	$2.3M	Buy	83,852 +3,239	+4%	+$88.7K	0.88%	27
2026 Q1	$2.19M	Buy	80,613 +47,966	+147%	+$1.32M	0.89%	26
2025 Q4	$894K	Buy	32,647 +16,448	+102%	+$450K	0.38%	36
2025 Q3	$442K	Buy	+16,199	New	+$436K	0.2%	46

Other funds holding CGMU

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Melone Private Wealth's CGMU Position: Q2 2026 in Review

Melone Private Wealth increased its Capital Group Municipal Income ETF (CGMU) stake by 4% in Q2 2026, buying an estimated $88.7K and bringing the position to 83,852 shares worth $2.3M. The position accounts for 0.88% of the portfolio, ranked #27.

Melone Private Wealth first reported a position in CGMU in Q3 2025 and has held it in 4 quarters since. 154 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Melone Private Wealth held 83,852 shares of Capital Group Municipal Income ETF worth $2.3M as of Q2 2026.
Melone Private Wealth bought 3,239 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $88.7K.
Capital Group Municipal Income ETF made up 0.88% of Melone Private Wealth's portfolio in Q2 2026, its #27 holding.
Melone Private Wealth first reported a position in Capital Group Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
154 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.