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

Saxony Capital 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	–	Sell	-7,416	Closed	-$201K	–	189
2026 Q1	$201K	Sell	7,416 -18	-0.2%	-$496	0.12%	156
2025 Q4	$204K	Sell	7,434 -5,467	-42%	-$150K	0.12%	155
2025 Q3	$352K	Sell	12,901 -1,085	-8%	-$29.2K	0.23%	94
2025 Q2	$373K	Hold	13,986	–	–	0.29%	76
2025 Q1	$375K	Hold	13,986	–	–	0.33%	63
2024 Q4	$377K	Hold	13,986	–	–	0.33%	69
2024 Q3	$384K	Buy	13,986 +4,858	+53%	+$132K	0.35%	74
2024 Q2	$245K	Buy	+9,128	New	+$245K	0.27%	100

Other funds holding CGMU

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

CTA

Clear Trail Advisors Houston, Texas $655M AUM

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

APW

Alliance Private Wealth North Reading, Massachusetts $288M AUM

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Saxony Capital Management's CGMU Position: Q2 2026 in Review

Saxony Capital Management sold out of Capital Group Municipal Income ETF (CGMU) in Q2 2026, closing a stake of 7,416 shares — an estimated $201K sold.

Saxony Capital Management first reported a position in CGMU in Q2 2024 and held it in 8 quarters. The position peaked at $384K in Q3 2024. 96 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Saxony Capital Management reported no remaining Capital Group Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
Saxony Capital Management sold 7,416 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $201K.
Saxony Capital Management first reported a position in Capital Group Municipal Income ETF in Q2 2024 and held it in 8 quarters.
Saxony Capital Management's Capital Group Municipal Income ETF position peaked at $384K in Q3 2024.
96 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.