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

Trinity 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	$3.93M	Buy	143,162 +721	+0.5%	+$19.7K	1.25%	20
2026 Q1	$3.87M	Buy	142,441 +4,185	+3%	+$115K	1.42%	17
2025 Q4	$3.79M	Buy	138,256 +1,950	+1%	+$53.4K	1.39%	16
2025 Q3	$3.72M	Buy	136,306 +8,209	+6%	+$221K	1.39%	18
2025 Q2	$3.42M	Buy	+128,097	New	+$3.4M	1.36%	18

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

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

Trinity Wealth Management increased its Capital Group Municipal Income ETF (CGMU) stake by 0.51% in Q2 2026, buying an estimated $19.7K and bringing the position to 143,162 shares worth $3.93M. The position accounts for 1.25% of the portfolio, ranked #20.

Trinity Wealth Management first reported a position in CGMU in Q2 2025 and has held it in 5 quarters since. 164 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Trinity Wealth Management held 143,162 shares of Capital Group Municipal Income ETF worth $3.93M as of Q2 2026.
Trinity Wealth Management bought 721 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $19.7K.
Capital Group Municipal Income ETF made up 1.25% of Trinity Wealth Management's portfolio in Q2 2026, its #20 holding.
Trinity Wealth Management first reported a position in Capital Group Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
164 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

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