Spinnaker Investment Group’s Capital Group Municipal Income ETF CGMU Stock Holding History

Spinnaker Investment Group’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	$1.38M	Buy	53,067 +4,529	+9%	+$122K	0.22%	48
2026 Q2	$1.33M	Sell	48,538 -8,454	-15%	-$231K	0.21%	47
2026 Q1	$1.55M	Buy	56,992 +5,817	+11%	+$160K	0.32%	31
2025 Q4	$1.4M	Buy	51,175 +1,684	+3%	+$46.1K	0.25%	35
2025 Q3	$1.35M	Buy	49,491 +1,207	+2%	+$32.4K	0.25%	28
2025 Q2	$1.29M	Sell	48,284 -1,271	-3%	-$33.8K	0.3%	25
2025 Q1	$1.33M	Buy	+49,555	New	+$1.34M	0.3%	27

Other funds holding CGMU

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Spinnaker Investment Group's CGMU Position: Q3 2026 in Review

Spinnaker Investment Group increased its Capital Group Municipal Income ETF (CGMU) stake by 9.3% in Q3 2026, buying an estimated $122K and bringing the position to 53,067 shares worth $1.38M. The position accounts for 0.22% of the portfolio, ranked #48.

Spinnaker Investment Group first reported a position in CGMU in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.55M in Q1 2026. 30 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

Spinnaker Investment Group held 53,067 shares of Capital Group Municipal Income ETF worth $1.38M as of Q3 2026.
Spinnaker Investment Group bought 4,529 Capital Group Municipal Income ETF shares in Q3 2026, an estimated $122K.
Capital Group Municipal Income ETF made up 0.22% of Spinnaker Investment Group's portfolio in Q3 2026, its #48 holding.
Spinnaker Investment Group first reported a position in Capital Group Municipal Income ETF in Q1 2025 and has held it in 7 quarters since.
Spinnaker Investment Group's Capital Group Municipal Income ETF position peaked at $1.55M in Q1 2026.
30 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on Spinnaker Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.