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

Thrive Wealth Management’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	$3.55M	Buy	129,138 +5,429	+4%	+$149K	0.46%	29
2026 Q1	$3.36M	Buy	123,709 +29,128	+31%	+$803K	0.5%	27
2025 Q4	$2.59M	Buy	94,581 +7,007	+8%	+$192K	0.38%	34
2025 Q3	$2.39M	Buy	87,574 +21,238	+32%	+$571K	0.36%	36
2025 Q2	$1.77M	Buy	66,336 +28,482	+75%	+$757K	0.29%	42
2025 Q1	$1.02M	Buy	37,854 +1,304	+4%	+$35.2K	0.19%	66
2024 Q4	$984K	Sell	36,550 -10,763	-23%	-$293K	0.18%	67
2024 Q3	$1.3M	Buy	47,313 +15,659	+49%	+$427K	0.24%	50
2024 Q2	$850K	Buy	+31,654	New	+$849K	0.17%	76

Other funds holding CGMU

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return