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Raymond James Financial Services Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

Raymond James Financial Services 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
Q3 		$2.78M Buy
101,214
+42,972
+74% +$1.17M ﹤0.01% 1545
2024
Q2 		$1.56M Buy
58,242
+18,752
+47% +$503K ﹤0.01% 1818
2024
Q1 		$1.07M Buy
+39,490
New +$1.07M ﹤0.01% 2020

Other funds holding CGMU

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 $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Raymond James Financial Services Advisors's CGMU Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 74% in Q3 2024, buying an estimated $1.17M and bringing the position to 101,214 shares worth $2.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

Raymond James Financial Services Advisors first reported a position in CGMU in Q1 2024 and has held it in 3 quarters since. 153 funds tracked by Wall St. Rank hold CGMU as of Q3 2024.

  • Raymond James Financial Services Advisors held 101,214 shares of Capital Group Municipal Income ETF worth $2.78M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 42,972 Capital Group Municipal Income ETF shares in Q3 2024, an estimated $1.17M.
  • Capital Group Municipal Income ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1545 holding.
  • Raymond James Financial Services Advisors first reported a position in Capital Group Municipal Income ETF in Q1 2024 and has held it in 3 quarters since.
  • 153 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.