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

Spire 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	$33.7K	Hold	1,228	–	–	﹤0.01%	1285
2026 Q1	$33.3K	Hold	1,228	–	–	﹤0.01%	1284
2025 Q4	$33.6K	Buy	1,228 +300	+32%	+$8.21K	﹤0.01%	1305
2025 Q3	$25.3K	Hold	928	–	–	﹤0.01%	1453
2025 Q2	$24.8K	Hold	928	–	–	﹤0.01%	1437
2025 Q1	$24.9K	Hold	928	–	–	﹤0.01%	1532
2024 Q4	$25K	Buy	+928	New	+$25.2K	﹤0.01%	1543

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 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

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 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