Merit Financial Group’s Capital Group Municipal Income ETF CGMU Stock Holding History

Merit Financial Group’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	$600K	Sell	21,834 -323	-1%	-$8.84K	﹤0.01%	1393
2026 Q1	$602K	Buy	22,157 +3,304	+18%	+$91.1K	﹤0.01%	1259
2025 Q4	$516K	Buy	18,853 +1,024	+6%	+$28K	﹤0.01%	1295
2025 Q3	$487K	Sell	17,829 -1,778	-9%	-$47.8K	﹤0.01%	1206
2025 Q2	$523K	Buy	+19,607	New	+$521K	0.01%	1083

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

Merit Financial Group's CGMU Position: Q2 2026 in Review

Merit Financial Group reduced its Capital Group Municipal Income ETF (CGMU) stake by 1.5% in Q2 2026, selling an estimated $8.84K and leaving 21,834 shares worth $600K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Merit Financial Group first reported a position in CGMU in Q2 2025 and has held it in 5 quarters since. The position peaked at $602K in Q1 2026. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Merit Financial Group held 21,834 shares of Capital Group Municipal Income ETF worth $600K as of Q2 2026.
Merit Financial Group sold 323 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $8.84K.
Capital Group Municipal Income ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1393 holding.
Merit Financial Group first reported a position in Capital Group Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
Merit Financial Group's Capital Group Municipal Income ETF position peaked at $602K in Q1 2026.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.