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 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

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return

Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return