TrueWealth Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

TrueWealth Advisors’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	$1.47M	Buy	53,363 +3,552	+7%	+$97.2K	0.33%	52
2026 Q1	$1.35M	Buy	49,811 +7,713	+18%	+$213K	0.34%	50
2025 Q4	$1.15M	Buy	42,098 +9,565	+29%	+$262K	0.3%	62
2025 Q3	$888K	Buy	32,533 +5,341	+20%	+$144K	0.24%	78
2025 Q2	$726K	Sell	27,192 -1,859	-6%	-$49.4K	0.21%	83
2025 Q1	$779K	Buy	29,051 +940	+3%	+$25.4K	0.26%	76
2024 Q4	$757K	Buy	28,111 +4,118	+17%	+$112K	0.25%	80
2024 Q3	$659K	Buy	23,993 +5,124	+27%	+$140K	0.22%	86
2024 Q2	$507K	Buy	18,869 +5,911	+46%	+$159K	0.19%	96
2024 Q1	$350K	Buy	+12,958	New	+$350K	0.14%	124

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Capital Investment Management Lees Summit, Missouri $326M AUM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

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