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	0.45%	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

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

Thrive Wealth Management's CGMU Position: Q2 2026 in Review

Thrive Wealth Management increased its Capital Group Municipal Income ETF (CGMU) stake by 4.4% in Q2 2026, buying an estimated $149K and bringing the position to 129,138 shares worth $3.55M. The position accounts for 0.45% of the portfolio, ranked #29.

Thrive Wealth Management first reported a position in CGMU in Q2 2024 and has held it in 9 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Thrive Wealth Management held 129,138 shares of Capital Group Municipal Income ETF worth $3.55M as of Q2 2026.
Thrive Wealth Management bought 5,429 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $149K.
Capital Group Municipal Income ETF made up 0.45% of Thrive Wealth Management's portfolio in Q2 2026, its #29 holding.
Thrive Wealth Management first reported a position in Capital Group Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.