Sigma Planning Corp’s Capital Group Municipal Income ETF CGMU Stock Holding History

Sigma Planning Corp’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 Q1	$628K	Buy	23,124 +1,354	+6%	+$37.3K	0.02%	751
2025 Q4	$596K	Buy	21,770 +2,010	+10%	+$55K	0.02%	735
2025 Q3	$539K	Buy	19,760 +797	+4%	+$21.4K	0.02%	783
2025 Q2	$506K	Buy	18,963 +4,360	+30%	+$116K	0.02%	777
2025 Q1	$392K	Buy	14,603 +1,927	+15%	+$52.1K	0.01%	823
2024 Q4	$341K	Buy	12,676 +658	+5%	+$17.9K	0.01%	886
2024 Q3	$330K	Buy	12,018 +1,819	+18%	+$49.6K	0.01%	919
2024 Q2	$274K	Sell	10,199 -2,419	-19%	-$64.9K	0.01%	961
2024 Q1	$341K	Buy	+12,618	New	+$341K	0.01%	901
2023 Q4	–	Sell	-11,766	Closed	-$302K	–	895
2023 Q3	$302K	Buy	+11,766	New	+$309K	0.01%	917

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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return