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Midwest Heritage Bank’s Capital Group Municipal Income ETF CGMU Stock Holding History

Midwest Heritage Bank’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 		$478K Buy
17,402
+120
+0.7% +$3.29K 0.14% 33
2026
Q1 		$469K Sell
17,282
-2,298
-12% -$63.4K 0.15% 34
2025
Q4 		$536K Buy
19,580
+3,446
+21% +$94.4K 0.19% 31
2025
Q3 		$440K Buy
16,134
+20
+0.1% +$538 0.16% 34
2025
Q2 		$430K Buy
16,114
+20
+0.1% +$531 0.16% 35
2025
Q1 		$432K Buy
16,094
+19
+0.1% +$514 0.18% 36
2024
Q4 		$433K Buy
16,075
+1,283
+9% +$34.9K 0.2% 38
2024
Q3 		$406K Buy
14,792
+68
+0.5% +$1.85K 0.19% 37
2024
Q2 		$395K Buy
14,724
+112
+0.8% +$3K 0.2% 39
2024
Q1 		$395K Buy
+14,612
New +$395K 0.21% 37

Other funds holding CGMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Midwest Heritage Bank's CGMU Position: Q2 2026 in Review

Midwest Heritage Bank increased its Capital Group Municipal Income ETF (CGMU) stake by 0.69% in Q2 2026, buying an estimated $3.29K and bringing the position to 17,402 shares worth $478K. The position accounts for 0.14% of the portfolio, ranked #33.

Midwest Heritage Bank first reported a position in CGMU in Q1 2024 and has held it in 10 quarters since. The position peaked at $536K in Q4 2025. 205 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Midwest Heritage Bank held 17,402 shares of Capital Group Municipal Income ETF worth $478K as of Q2 2026.
  • Midwest Heritage Bank bought 120 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $3.29K.
  • Capital Group Municipal Income ETF made up 0.14% of Midwest Heritage Bank's portfolio in Q2 2026, its #33 holding.
  • Midwest Heritage Bank first reported a position in Capital Group Municipal Income ETF in Q1 2024 and has held it in 10 quarters since.
  • Midwest Heritage Bank's Capital Group Municipal Income ETF position peaked at $536K in Q4 2025.
  • 205 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.