Planned Solutions’s Capital Group Municipal Income ETF CGMU Stock Holding History

Planned Solutions’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	$515K	Buy	+19,840	New	+$535K	0.14%	74

Other funds holding CGMU

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

MLA

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

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

KMWM

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

HTWM

Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

CHIA

Copper Harbor Investment Advisors Appleton, Wisconsin $486M AUM

CAM

Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Planned Solutions's CGMU Position: Q3 2026 in Review

Planned Solutions opened a new position in Capital Group Municipal Income ETF (CGMU) in Q3 2026: 19,840 shares worth $515K. The stake represents 0.14% of the portfolio and ranks #74 among its holdings.

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

Planned Solutions held 19,840 shares of Capital Group Municipal Income ETF worth $515K as of Q3 2026.
Capital Group Municipal Income ETF was a new Planned Solutions position in Q3 2026.
Capital Group Municipal Income ETF made up 0.14% of Planned Solutions's portfolio in Q3 2026, its #74 holding.
82 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.