U.S. Capital Wealth Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

U.S. Capital Wealth 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 Q1	$6.26M	Buy	230,602 +10,314	+5%	+$284K	0.16%	154
2025 Q4	$6.03M	Buy	220,288 +10,940	+5%	+$300K	0.16%	164
2025 Q3	$5.71M	Buy	209,348 +35,669	+21%	+$959K	0.15%	156
2025 Q2	$4.64M	Buy	173,679 +40,398	+30%	+$1.07M	0.14%	171
2025 Q1	$3.57M	Buy	133,281 +9,570	+8%	+$259K	0.11%	197
2024 Q4	$3.33M	Buy	123,711 +6,521	+6%	+$177K	0.1%	202
2024 Q3	$3.22M	Buy	117,190 +2,368	+2%	+$64.5K	0.11%	173
2024 Q2	$3.08M	Buy	114,822 +16,025	+16%	+$430K	0.12%	167
2024 Q1	$2.67M	Buy	98,797 +31,249	+46%	+$844K	0.1%	190
2023 Q4	$1.83M	Buy	67,548 +53,448	+379%	+$1.4M	0.07%	245
2023 Q3	$362K	Buy	+14,100	New	+$371K	0.02%	488

Other funds holding CGMU

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return