Peterson Wealth Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

Peterson Wealth Advisors’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	$713K	Sell	25,964 -13	-0.1%	-$356	0.08%	53
2026 Q1	$705K	Buy	25,977 +181	+0.7%	+$4.99K	0.09%	49
2025 Q4	$706K	Buy	25,796 +3,639	+16%	+$99.6K	0.09%	52
2025 Q3	$603K	Buy	22,157 +11,162	+102%	+$300K	0.09%	60
2025 Q2	$293K	Sell	10,995 -3,961	-26%	-$105K	0.05%	81
2025 Q1	$397K	Buy	14,956 +363	+2%	+$9.81K	0.08%	67
2024 Q4	$393K	Buy	14,593 +867	+6%	+$23.6K	0.07%	66
2024 Q3	$377K	Buy	13,726 +620	+5%	+$16.9K	0.07%	60
2024 Q2	$352K	Buy	+13,106	New	+$352K	0.07%	56

Other funds holding CGMU

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Peterson Wealth Advisors's CGMU Position: Q2 2026 in Review

Peterson Wealth Advisors reduced its Capital Group Municipal Income ETF (CGMU) stake by 0.05% in Q2 2026, selling an estimated $356 and leaving 25,964 shares worth $713K. The position accounts for 0.08% of the portfolio, ranked #53.

Peterson Wealth Advisors first reported a position in CGMU in Q2 2024 and has held it in 9 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Peterson Wealth Advisors held 25,964 shares of Capital Group Municipal Income ETF worth $713K as of Q2 2026.
Peterson Wealth Advisors sold 13 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $356.
Capital Group Municipal Income ETF made up 0.08% of Peterson Wealth Advisors's portfolio in Q2 2026, its #53 holding.
Peterson Wealth Advisors first reported a position in Capital Group Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.