NWF Advisory Services’s Capital Group Municipal Income ETF CGMU Stock Holding History

NWF Advisory Services’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 Q3	$326K	Buy	+12,551	New	+$338K	0.03%	293

Other funds holding CGMU

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Michael Brady & Co Westlake, Ohio $110M AUM 10.96% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

NWF Advisory Services's CGMU Position: Q3 2026 in Review

NWF Advisory Services opened a new position in Capital Group Municipal Income ETF (CGMU) in Q3 2026: 12,551 shares worth $326K. The stake represents 0.03% of the portfolio and ranks #293 among its holdings.

119 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

NWF Advisory Services held 12,551 shares of Capital Group Municipal Income ETF worth $326K as of Q3 2026.
Capital Group Municipal Income ETF was a new NWF Advisory Services position in Q3 2026.
Capital Group Municipal Income ETF made up 0.03% of NWF Advisory Services's portfolio in Q3 2026, its #293 holding.
119 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.