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

Signet Financial 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 Q1	$548K	Sell	20,196 -850	-4%	-$23.4K	0.06%	206
2025 Q4	$576K	Sell	21,046 -392	-2%	-$10.7K	0.06%	202
2025 Q3	$585K	Sell	21,438 -2,900	-12%	-$78K	0.07%	193
2025 Q2	$650K	Sell	24,338 -72,043	-75%	-$1.91M	0.08%	187
2025 Q1	$2.58M	Sell	96,381 -3,514	-4%	-$95K	0.35%	96
2024 Q4	$2.69M	Buy	99,895 +1,213	+1%	+$33K	0.34%	91
2024 Q3	$2.71M	Buy	98,682 +4,172	+4%	+$114K	0.35%	91
2024 Q2	$2.54M	Buy	94,510 +3,449	+4%	+$92.5K	0.34%	93
2024 Q1	$2.46M	Buy	91,061 +13,184	+17%	+$356K	0.34%	96
2023 Q4	$2.11M	Buy	77,877 +9,828	+14%	+$257K	0.32%	101
2023 Q3	$1.75M	Buy	+68,049	New	+$1.79M	0.29%	108

Other funds holding CGMU

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Signet Financial Management's CGMU Position: Q1 2026 in Review

Signet Financial Management reduced its Capital Group Municipal Income ETF (CGMU) stake by 4% in Q1 2026, selling an estimated $23.4K and leaving 20,196 shares worth $548K. The position accounts for 0.06% of the portfolio, ranked #206.

Signet Financial Management first reported a position in CGMU in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.71M in Q3 2024. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

Signet Financial Management held 20,196 shares of Capital Group Municipal Income ETF worth $548K as of Q1 2026.
Signet Financial Management sold 850 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $23.4K.
Capital Group Municipal Income ETF made up 0.06% of Signet Financial Management's portfolio in Q1 2026, its #206 holding.
Signet Financial Management first reported a position in Capital Group Municipal Income ETF in Q3 2023 and has held it in 11 quarters since.
Signet Financial Management's Capital Group Municipal Income ETF position peaked at $2.71M in Q3 2024.
330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.