Steward Partners Investment Advisory’s Capital Group Municipal Income ETF CGMU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.02M | Buy |
75,834
+45,635
| +151% | +$1.22M | 0.02% | 718 |
|
2025
Q1 | $810K | Buy |
30,199
+15,096
| +100% | +$405K | 0.01% | 1001 |
|
2024
Q4 | $407K | Buy |
15,103
+10,549
| +232% | +$284K | ﹤0.01% | 1259 |
|
2024
Q3 | $125K | Buy |
4,554
+1,938
| +74% | +$53.2K | ﹤0.01% | 1769 |
|
2024
Q2 | $70.2K | Buy |
2,616
+1,873
| +252% | +$50.3K | ﹤0.01% | 1935 |
|
2024
Q1 | $20.1K | Sell |
743
-1,560
| -68% | -$42.1K | ﹤0.01% | 2525 |
|
2023
Q4 | $62.4K | Buy |
+2,303
| New | +$62.4K | ﹤0.01% | 1882 |
|