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 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 $427B AUM 29.17% 1-Year Est. Return

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 $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Thoroughbred Financial Services's CGMU Position: Q1 2026 in Review

Thoroughbred Financial Services increased its Capital Group Municipal Income ETF (CGMU) stake by 5.3% in Q1 2026, buying an estimated $61.5K and bringing the position to 44,313 shares worth $1.2M. The position accounts for 0.07% of the portfolio, ranked #251.

Thoroughbred Financial Services first reported a position in CGMU in Q4 2024 and has held it in 6 quarters since. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

Thoroughbred Financial Services held 44,313 shares of Capital Group Municipal Income ETF worth $1.2M as of Q1 2026.
Thoroughbred Financial Services bought 2,228 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $61.5K.
Capital Group Municipal Income ETF made up 0.07% of Thoroughbred Financial Services's portfolio in Q1 2026, its #251 holding.
Thoroughbred Financial Services first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 6 quarters since.
330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.