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

SK Wealth 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	$1.33M	Sell	49,033 -2,679	-5%	-$73.3K	0.3%	35
2026 Q1	$1.41M	Sell	51,712 -2,307	-4%	-$63.6K	0.39%	31
2025 Q4	$1.49M	Buy	54,019 +4,825	+10%	+$132K	0.42%	32
2025 Q3	$1.34M	Buy	49,194 +24,414	+99%	+$656K	0.5%	34
2025 Q2	$663K	Sell	24,780 -731	-3%	-$19.4K	0.29%	44
2025 Q1	$671K	Buy	25,511 +475	+2%	+$12.8K	0.36%	41
2024 Q4	$674K	Buy	25,036 +215	+0.9%	+$5.84K	0.34%	40
2024 Q3	$667K	Buy	+24,821	New	+$677K	0.34%	38

Other funds holding CGMU

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SK Wealth Management's CGMU Position: Q2 2026 in Review

SK Wealth Management reduced its Capital Group Municipal Income ETF (CGMU) stake by 5.2% in Q2 2026, selling an estimated $73.3K and leaving 49,033 shares worth $1.33M. The position accounts for 0.3% of the portfolio, ranked #35.

SK Wealth Management first reported a position in CGMU in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.49M in Q4 2025. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

SK Wealth Management held 49,033 shares of Capital Group Municipal Income ETF worth $1.33M as of Q2 2026.
SK Wealth Management sold 2,679 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $73.3K.
Capital Group Municipal Income ETF made up 0.3% of SK Wealth Management's portfolio in Q2 2026, its #35 holding.
SK Wealth Management first reported a position in Capital Group Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
SK Wealth Management's Capital Group Municipal Income ETF position peaked at $1.49M in Q4 2025.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.