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Money Concepts Capital’s Capital Group Municipal Income ETF CGMU Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-1,000
Closed -$26.2K – 869
2022
Q4 		$26.2K Buy
+1,000
New +$26K ﹤0.01% 1535

Other funds holding CGMU

PWA
Pillar Wealth Advisors West Chester, Pennsylvania $3.35M AUM 22.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $307M AUM 18.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $365M AUM 17.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Money Concepts Capital's CGMU Position: Q1 2023 in Review

Money Concepts Capital sold out of Capital Group Municipal Income ETF (CGMU) in Q1 2023, closing a stake of 1,000 shares — an estimated $26.2K sold.

Money Concepts Capital first reported a position in CGMU in Q4 2022 and held it in 1 quarter. The position peaked at $26.2K in Q4 2022. 28 funds tracked by Wall St. Rank hold CGMU as of Q1 2023.

  • Money Concepts Capital reported no remaining Capital Group Municipal Income ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,000 Capital Group Municipal Income ETF shares in Q1 2023, an estimated $26.2K.
  • Money Concepts Capital first reported a position in Capital Group Municipal Income ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Capital Group Municipal Income ETF position peaked at $26.2K in Q4 2022.
  • 28 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.