Robinson Smith Wealth Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.28M Buy
235,332
+15,354
+7% +$410K 5.02% 3
2025
Q1
$5.9M Buy
219,978
+20,930
+11% +$561K 4.94% 4
2024
Q4
$5.36M Buy
199,048
+38,829
+24% +$1.05M 4.54% 4
2024
Q3
$4.4M Buy
160,219
+152,244
+1,909% +$4.18M 3.74% 4
2024
Q2
$214K Buy
+7,975
New +$214K 0.19% 81