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 Q3	$2.65M	Sell	102,200 -26,938	-21%	-$726K	0.33%	36
2026 Q2	$3.55M	Buy	129,138 +5,429	+4%	+$149K	0.45%	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Michael Brady & Co Westlake, Ohio $110M AUM 10.96% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

Thrive Wealth Management's CGMU Position: Q3 2026 in Review

Thrive Wealth Management reduced its Capital Group Municipal Income ETF (CGMU) stake by 21% in Q3 2026, selling an estimated $726K and leaving 102,200 shares worth $2.65M. The position accounts for 0.33% of the portfolio, ranked #36.

Thrive Wealth Management first reported a position in CGMU in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.55M in Q2 2026. 116 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

Thrive Wealth Management held 102,200 shares of Capital Group Municipal Income ETF worth $2.65M as of Q3 2026.
Thrive Wealth Management sold 26,938 Capital Group Municipal Income ETF shares in Q3 2026, an estimated $726K.
Capital Group Municipal Income ETF made up 0.33% of Thrive Wealth Management's portfolio in Q3 2026, its #36 holding.
Thrive Wealth Management first reported a position in Capital Group Municipal Income ETF in Q2 2024 and has held it in 10 quarters since.
Thrive Wealth Management's Capital Group Municipal Income ETF position peaked at $3.55M in Q2 2026.
116 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.