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

Quadcap 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
2024
Q4 		– Sell
-7,887
Closed -$217K – 389
2024
Q3 		$217K Sell
7,887
-9
-0.1% -$245 0.03% 352
2024
Q2 		$212K Buy
7,896
+452
+6% +$12.1K 0.04% 353
2024
Q1 		$201K Buy
+7,444
New +$201K 0.05% 316

Other funds holding CGMU

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quadcap Wealth Management's CGMU Position: Q4 2024 in Review

Quadcap Wealth Management sold out of Capital Group Municipal Income ETF (CGMU) in Q4 2024, closing a stake of 7,887 shares — an estimated $217K sold.

Quadcap Wealth Management first reported a position in CGMU in Q1 2024 and held it in 3 quarters. The position peaked at $217K in Q3 2024. 188 funds tracked by Wall St. Rank hold CGMU as of Q4 2024.

  • Quadcap Wealth Management reported no remaining Capital Group Municipal Income ETF position as of Q4 2024 after selling out during the quarter.
  • Quadcap Wealth Management sold 7,887 Capital Group Municipal Income ETF shares in Q4 2024, an estimated $217K.
  • Quadcap Wealth Management first reported a position in Capital Group Municipal Income ETF in Q1 2024 and held it in 3 quarters.
  • Quadcap Wealth Management's Capital Group Municipal Income ETF position peaked at $217K in Q3 2024.
  • 188 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q4 2024.

Based on Quadcap Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.