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

Sunburst Financial 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	$702K	Buy	+27,075	New	+$730K	0.11%	67

Other funds holding CGMU

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

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

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

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

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

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

Sunburst Financial Group's CGMU Position: Q3 2026 in Review

Sunburst Financial Group opened a new position in Capital Group Municipal Income ETF (CGMU) in Q3 2026: 27,075 shares worth $702K. The stake represents 0.11% of the portfolio and ranks #67 among its holdings.

19 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

Sunburst Financial Group held 27,075 shares of Capital Group Municipal Income ETF worth $702K as of Q3 2026.
Capital Group Municipal Income ETF was a new Sunburst Financial Group position in Q3 2026.
Capital Group Municipal Income ETF made up 0.11% of Sunburst Financial Group's portfolio in Q3 2026, its #67 holding.
19 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.