Valmark Advisers
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Valmark Advisers’s Capital Group Municipal Income ETF CGMU Stock Holding History

Valmark Advisers’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
Q3 		$3.41M Buy
131,530
+14,229
+12% +$383K 0.04% 211
2026
Q2 		$3.22M Buy
117,301
+20,960
+22% +$574K 0.03% 201
2026
Q1 		$2.62M Buy
96,341
+25,015
+35% +$690K 0.03% 208
2025
Q4 		$1.95M Buy
71,326
+11,632
+19% +$318K 0.02% 246
2025
Q3 		$1.63M Buy
59,694
+9,477
+19% +$255K 0.02% 264
2025
Q2 		$1.34M Buy
50,217
+4,373
+10% +$116K 0.02% 282
2025
Q1 		$1.23M Buy
45,844
+6,318
+16% +$171K 0.02% 282
2024
Q4 		$1.06M Buy
+39,526
New +$1.07M 0.02% 298
2024
Q3 		– Sell
-8,600
Closed -$231K – 584
2024
Q2 		$231K Buy
+8,600
New +$231K ﹤0.01% 524

Other funds holding CGMU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Valmark Advisers's CGMU Position: Q3 2026 in Review

Valmark Advisers increased its Capital Group Municipal Income ETF (CGMU) stake by 12% in Q3 2026, buying an estimated $383K and bringing the position to 131,530 shares worth $3.41M. The position accounts for 0.04% of the portfolio, ranked #211.

Valmark Advisers first reported a position in CGMU in Q2 2024 and has held it in 9 quarters since. 226 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

  • Valmark Advisers held 131,530 shares of Capital Group Municipal Income ETF worth $3.41M as of Q3 2026.
  • Valmark Advisers bought 14,229 Capital Group Municipal Income ETF shares in Q3 2026, an estimated $383K.
  • Capital Group Municipal Income ETF made up 0.04% of Valmark Advisers's portfolio in Q3 2026, its #211 holding.
  • Valmark Advisers first reported a position in Capital Group Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 226 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on Valmark Advisers's 13F filing for Q3 2026, filed 6 Nov 2026.