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RFP Financial Group’s Capital Group Municipal Income ETF CGMU Stock Holding History

RFP Financial Group’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
2025
Q1 		– Sell
-16,261
Closed -$438K – 125
2024
Q4 		$438K Sell
16,261
-20,383
-56% -$554K 0.17% 68
2024
Q3 		$1.01M Buy
36,644
+18,890
+106% +$515K 0.33% 44
2024
Q2 		$477K Buy
+17,754
New +$476K 0.18% 66

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 $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

RFP Financial Group's CGMU Position: Q1 2025 in Review

RFP Financial Group sold out of Capital Group Municipal Income ETF (CGMU) in Q1 2025, closing a stake of 16,261 shares — an estimated $438K sold.

RFP Financial Group first reported a position in CGMU in Q2 2024 and held it in 3 quarters. The position peaked at $1.01M in Q3 2024. 202 funds tracked by Wall St. Rank hold CGMU as of Q1 2025.

  • RFP Financial Group reported no remaining Capital Group Municipal Income ETF position as of Q1 2025 after selling out during the quarter.
  • RFP Financial Group sold 16,261 Capital Group Municipal Income ETF shares in Q1 2025, an estimated $438K.
  • RFP Financial Group first reported a position in Capital Group Municipal Income ETF in Q2 2024 and held it in 3 quarters.
  • RFP Financial Group's Capital Group Municipal Income ETF position peaked at $1.01M in Q3 2024.
  • 202 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2025.

Based on RFP Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.