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

Thoroughbred Financial Services’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	$1.24M	Buy	45,300 +987	+2%	+$27K	0.06%	256
2026 Q1	$1.2M	Buy	44,313 +2,228	+5%	+$61.5K	0.07%	251
2025 Q4	$1.15M	Buy	42,085 +1,390	+3%	+$38.1K	0.07%	253
2025 Q3	$1.11M	Buy	40,695 +2,205	+6%	+$59.3K	0.07%	254
2025 Q2	$1.03M	Buy	38,490 +8,758	+29%	+$233K	0.07%	264
2025 Q1	$797K	Buy	29,732 +10,287	+53%	+$278K	0.05%	335
2024 Q4	$523K	Buy	+19,445	New	+$529K	0.03%	389

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

Thoroughbred Financial Services's CGMU Position: Q2 2026 in Review

Thoroughbred Financial Services increased its Capital Group Municipal Income ETF (CGMU) stake by 2.2% in Q2 2026, buying an estimated $27K and bringing the position to 45,300 shares worth $1.24M. The position accounts for 0.06% of the portfolio, ranked #256.

Thoroughbred Financial Services first reported a position in CGMU in Q4 2024 and has held it in 7 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Thoroughbred Financial Services held 45,300 shares of Capital Group Municipal Income ETF worth $1.24M as of Q2 2026.
Thoroughbred Financial Services bought 987 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $27K.
Capital Group Municipal Income ETF made up 0.06% of Thoroughbred Financial Services's portfolio in Q2 2026, its #256 holding.
Thoroughbred Financial Services first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.