Sigma Planning Corp
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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
Q3 		$720K Buy
27,746
+1,328
+5% +$35.8K 0.02% 693
2026
Q2 		$726K Buy
26,418
+3,294
+14% +$90.2K 0.02% 732
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

Sigma Planning Corp's CGMU Position: Q3 2026 in Review

Sigma Planning Corp increased its Capital Group Municipal Income ETF (CGMU) stake by 5% in Q3 2026, buying an estimated $35.8K and bringing the position to 27,746 shares worth $720K. The position accounts for 0.02% of the portfolio, ranked #693.

Sigma Planning Corp first reported a position in CGMU in Q3 2023 and has held it in 12 quarters since. The position peaked at $726K in Q2 2026. 241 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

  • Sigma Planning Corp held 27,746 shares of Capital Group Municipal Income ETF worth $720K as of Q3 2026.
  • Sigma Planning Corp bought 1,328 Capital Group Municipal Income ETF shares in Q3 2026, an estimated $35.8K.
  • Capital Group Municipal Income ETF made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #693 holding.
  • Sigma Planning Corp first reported a position in Capital Group Municipal Income ETF in Q3 2023 and has held it in 12 quarters since.
  • Sigma Planning Corp's Capital Group Municipal Income ETF position peaked at $726K in Q2 2026.
  • 241 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.