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ORG Partners’s Capital Group Municipal Income ETF CGMU Stock Holding History

ORG Partners’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
2025
Q1 		– Sell
-917
Closed -$24.7K – 1431
2024
Q4 		$24.7K Buy
+917
New +$24.9K ﹤0.01% 691

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

ORG Partners's CGMU Position: Q1 2025 in Review

ORG Partners sold out of Capital Group Municipal Income ETF (CGMU) in Q1 2025, closing a stake of 917 shares — an estimated $24.7K sold.

ORG Partners first reported a position in CGMU in Q4 2024 and held it in 1 quarter. The position peaked at $24.7K in Q4 2024. 202 funds tracked by Wall St. Rank hold CGMU as of Q1 2025.

  • ORG Partners reported no remaining Capital Group Municipal Income ETF position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 917 Capital Group Municipal Income ETF shares in Q1 2025, an estimated $24.7K.
  • ORG Partners first reported a position in Capital Group Municipal Income ETF in Q4 2024 and held it in 1 quarter.
  • ORG Partners's Capital Group Municipal Income ETF position peaked at $24.7K in Q4 2024.
  • 202 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.