Tempus Wealth Planning’s Capital Group Municipal Income ETF CGMU Stock Holding History

Tempus Wealth Planning’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	$2.79M	Buy	101,521 +5,830	+6%	+$160K	0.55%	45
2026 Q1	$2.6M	Buy	95,691 +3,050	+3%	+$84.1K	0.6%	38
2025 Q4	$2.54M	Sell	92,641 -5,141	-5%	-$141K	0.58%	38
2025 Q3	$2.67M	Sell	97,782 -199	-0.2%	-$5.35K	0.61%	35
2025 Q2	$2.62M	Buy	97,981 +8,603	+10%	+$229K	0.65%	37
2025 Q1	$2.4M	Buy	89,378 +24,306	+37%	+$657K	0.72%	34
2024 Q4	$1.75M	Buy	65,072 +10,378	+19%	+$282K	0.54%	47
2024 Q3	$1.5M	Buy	54,694 +1,004	+2%	+$27.4K	0.55%	46
2024 Q2	$1.44M	Buy	53,690 +27,802	+107%	+$746K	0.6%	42
2024 Q1	$699K	Buy	25,888 +9,858	+61%	+$266K	0.31%	93
2023 Q4	$434K	Buy	+16,030	New	+$419K	0.19%	113

Other funds holding CGMU

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Tempus Wealth Planning's CGMU Position: Q2 2026 in Review

Tempus Wealth Planning increased its Capital Group Municipal Income ETF (CGMU) stake by 6.1% in Q2 2026, buying an estimated $160K and bringing the position to 101,521 shares worth $2.79M. The position accounts for 0.55% of the portfolio, ranked #45.

Tempus Wealth Planning first reported a position in CGMU in Q4 2023 and has held it in 11 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Tempus Wealth Planning held 101,521 shares of Capital Group Municipal Income ETF worth $2.79M as of Q2 2026.
Tempus Wealth Planning bought 5,830 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $160K.
Capital Group Municipal Income ETF made up 0.55% of Tempus Wealth Planning's portfolio in Q2 2026, its #45 holding.
Tempus Wealth Planning first reported a position in Capital Group Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.