Patriot Financial Group Insurance Agency’s Capital Group Municipal Income ETF CGMU Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-11,878	Closed	-$322K	–	518
2026 Q1	$322K	Buy	+11,878	New	+$328K	0.02%	550
2025 Q3	–	Sell	-15,993	Closed	-$427K	–	498
2025 Q2	$427K	Buy	15,993 +195	+1%	+$5.18K	0.05%	339
2025 Q1	$424K	Buy	15,798 +1,230	+8%	+$33.2K	0.06%	322
2024 Q4	$392K	Buy	14,568 +2,088	+17%	+$56.8K	0.05%	324
2024 Q3	$343K	Buy	12,480 +1,275	+11%	+$34.8K	0.05%	359
2024 Q2	$301K	Buy	11,205 +335	+3%	+$8.99K	0.04%	370
2024 Q1	$294K	Buy	+10,870	New	+$294K	0.05%	371

Other funds holding CGMU

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CGMU Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Capital Group Municipal Income ETF (CGMU) in Q2 2026, closing a stake of 11,878 shares — an estimated $322K sold.

Patriot Financial Group Insurance Agency first reported a position in CGMU in Q1 2024 and held it in 7 quarters. The position peaked at $427K in Q2 2025. 225 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining Capital Group Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 11,878 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $322K.
Patriot Financial Group Insurance Agency first reported a position in Capital Group Municipal Income ETF in Q1 2024 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's Capital Group Municipal Income ETF position peaked at $427K in Q2 2025.
225 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.