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

Total Clarity 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	$4.28M	Sell	155,828 -23,818	-13%	-$652K	0.83%	28
2026 Q1	$4.88M	Buy	179,646 +20,985	+13%	+$579K	1.15%	21
2025 Q4	$4.34M	Buy	+158,661	New	+$4.34M	1.05%	25

Other funds holding CGMU

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CTA

Clear Trail Advisors Houston, Texas $655M AUM

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

Total Clarity Wealth Management's CGMU Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Capital Group Municipal Income ETF (CGMU) stake by 13% in Q2 2026, selling an estimated $652K and leaving 155,828 shares worth $4.28M. The position accounts for 0.83% of the portfolio, ranked #28.

Total Clarity Wealth Management first reported a position in CGMU in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.88M in Q1 2026. 164 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Total Clarity Wealth Management held 155,828 shares of Capital Group Municipal Income ETF worth $4.28M as of Q2 2026.
Total Clarity Wealth Management sold 23,818 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $652K.
Capital Group Municipal Income ETF made up 0.83% of Total Clarity Wealth Management's portfolio in Q2 2026, its #28 holding.
Total Clarity Wealth Management first reported a position in Capital Group Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
Total Clarity Wealth Management's Capital Group Municipal Income ETF position peaked at $4.88M in Q1 2026.
164 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.