Platt Wealth Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

Platt Wealth Management’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	$3.22M	Buy	117,391 +4,920	+4%	+$135K	2.59%	14
2026 Q1	$3.05M	Sell	112,471 -6,000	-5%	-$165K	2.98%	11
2025 Q4	$3.24M	Buy	+118,471	New	+$3.24M	3.22%	11

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

Platt Wealth Management's CGMU Position: Q2 2026 in Review

Platt Wealth Management increased its Capital Group Municipal Income ETF (CGMU) stake by 4.4% in Q2 2026, buying an estimated $135K and bringing the position to 117,391 shares worth $3.22M. The position accounts for 2.59% of the portfolio, ranked #14.

Platt Wealth Management first reported a position in CGMU in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.24M in Q4 2025. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Platt Wealth Management held 117,391 shares of Capital Group Municipal Income ETF worth $3.22M as of Q2 2026.
Platt Wealth Management bought 4,920 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $135K.
Capital Group Municipal Income ETF made up 2.59% of Platt Wealth Management's portfolio in Q2 2026, its #14 holding.
Platt Wealth Management first reported a position in Capital Group Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
Platt Wealth Management's Capital Group Municipal Income ETF position peaked at $3.24M in Q4 2025.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Platt Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.