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

The Wealth 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
Q2 		$654K Sell
23,793
-2,119
-8% -$58K 0.13% 52
2026
Q1 		$704K Buy
+25,912
New +$715K 0.16% 45

Other funds holding CGMU

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
VPWL
VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
OCA
Optimus Capital Advisors Coppel, Texas $186M AUM
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

The Wealth Group's CGMU Position: Q2 2026 in Review

The Wealth Group reduced its Capital Group Municipal Income ETF (CGMU) stake by 8.2% in Q2 2026, selling an estimated $58K and leaving 23,793 shares worth $654K. The position accounts for 0.13% of the portfolio, ranked #52.

The Wealth Group first reported a position in CGMU in Q1 2026 and has held it in 2 quarters since. The position peaked at $704K in Q1 2026. 57 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • The Wealth Group held 23,793 shares of Capital Group Municipal Income ETF worth $654K as of Q2 2026.
  • The Wealth Group sold 2,119 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $58K.
  • Capital Group Municipal Income ETF made up 0.13% of The Wealth Group's portfolio in Q2 2026, its #52 holding.
  • The Wealth Group first reported a position in Capital Group Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • The Wealth Group's Capital Group Municipal Income ETF position peaked at $704K in Q1 2026.
  • 57 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.