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 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return