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

Souders Financial Advisors’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	$1.61M	Sell	58,578 -980	-2%	-$26.8K	0.16%	72
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

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

Souders Financial Advisors's CGMU Position: Q2 2026 in Review

Souders Financial Advisors reduced its Capital Group Municipal Income ETF (CGMU) stake by 1.6% in Q2 2026, selling an estimated $26.8K and leaving 58,578 shares worth $1.61M. The position accounts for 0.16% of the portfolio, ranked #72.

Souders Financial Advisors first reported a position in CGMU in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.62M in Q1 2026. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Souders Financial Advisors held 58,578 shares of Capital Group Municipal Income ETF worth $1.61M as of Q2 2026.
Souders Financial Advisors sold 980 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $26.8K.
Capital Group Municipal Income ETF made up 0.16% of Souders Financial Advisors's portfolio in Q2 2026, its #72 holding.
Souders Financial Advisors first reported a position in Capital Group Municipal Income ETF in Q2 2023 and has held it in 13 quarters since.
Souders Financial Advisors's Capital Group Municipal Income ETF position peaked at $1.62M in Q1 2026.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.