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

Pillar 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
2024 Q4	–	Sell	-17,215	Closed	-$473K	–	4
2024 Q3	$473K	Sell	17,215 -185,058	-91%	-$5.04M	14.13%	2
2024 Q2	$5.43M	Sell	202,273 -170,247	-46%	-$4.57M	6.52%	3
2024 Q1	$10.1M	Sell	372,520 -8,744	-2%	-$236K	7.6%	2
2023 Q4	$10.3M	Buy	381,264 +13,476	+4%	+$353K	7.95%	2
2023 Q3	$9.45M	Buy	367,788 +19,755	+6%	+$520K	8.18%	2
2023 Q2	$9.21M	Sell	348,033 -32,921	-9%	-$875K	7.7%	3
2023 Q1	$10.2M	Buy	380,954 +208,993	+122%	+$5.56M	10.13%	2
2022 Q4	$4.5M	Buy	+171,961	New	+$4.47M	4.34%	6

Other funds holding CGMU

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pillar Wealth Advisors's CGMU Position: Q4 2024 in Review

Pillar Wealth Advisors sold out of Capital Group Municipal Income ETF (CGMU) in Q4 2024, closing a stake of 17,215 shares — an estimated $473K sold.

Pillar Wealth Advisors first reported a position in CGMU in Q4 2022 and held it in 8 quarters. The position peaked at $10.3M in Q4 2023. 188 funds tracked by Wall St. Rank hold CGMU as of Q4 2024.

Pillar Wealth Advisors reported no remaining Capital Group Municipal Income ETF position as of Q4 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 17,215 Capital Group Municipal Income ETF shares in Q4 2024, an estimated $473K.
Pillar Wealth Advisors first reported a position in Capital Group Municipal Income ETF in Q4 2022 and held it in 8 quarters.
Pillar Wealth Advisors's Capital Group Municipal Income ETF position peaked at $10.3M in Q4 2023.
188 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q4 2024.

Based on Pillar Wealth Advisors's 13F filing for Q4 2024.