Souders Financial Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.62M	Buy	59,558 +5,166	+9%	+$142K	0.18%	70
2025 Q4	$1.49M	Buy	54,392 +5,110	+10%	+$140K	0.17%	71
2025 Q3	$1.34M	Buy	49,282 +6,342	+15%	+$171K	0.16%	76
2025 Q2	$1.15M	Sell	42,940 -940	-2%	-$25K	0.15%	78
2025 Q1	$1.18M	Sell	43,880 -1,981	-4%	-$53.5K	0.16%	85
2024 Q4	$1.23M	Sell	45,861 -1,819	-4%	-$49.5K	0.17%	91
2024 Q3	$1.31M	Buy	47,680 +3,165	+7%	+$86.3K	0.18%	85
2024 Q2	$1.2M	Buy	44,515 +6,326	+17%	+$170K	0.18%	86
2024 Q1	$1.03M	Buy	38,189 +1,000	+3%	+$27K	0.16%	88
2023 Q4	$1.01M	Buy	37,189 +10,614	+40%	+$278K	0.17%	88
2023 Q3	$683K	Buy	26,575 +14,969	+129%	+$394K	0.13%	104
2023 Q2	$307K	Buy	+11,606	New	+$308K	0.06%	133