Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Capital Group Municipal Income ETF CGMU Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.34M Sell
196,030
-6,158
-3% -$170K 0.01% 873
2025
Q4 		$5.55M Buy
202,188
+6,362
+3% +$174K 0.01% 963
2025
Q3 		$5.33M Sell
195,826
-2,533
-1% -$68.1K 0.01% 919
2025
Q2 		$5.3M Sell
198,359
-4,542
-2% -$121K 0.01% 869
2025
Q1 		$5.44M Buy
202,901
+11,455
+6% +$310K 0.01% 802
2024
Q4 		$5.15M Buy
191,446
+38,132
+25% +$1.04M 0.01% 788
2024
Q3 		$4.21M Buy
153,314
+11,776
+8% +$321K 0.01% 781
2024
Q2 		$3.8M Sell
141,538
-40,815
-22% -$1.09M 0.01% 766
2024
Q1 		$4.93M Buy
182,353
+3,482
+2% +$94.1K 0.01% 665
2023
Q4 		$4.84M Buy
178,871
+136,728
+324% +$3.58M 0.01% 620
2023
Q3 		$1.08M Buy
+42,143
New +$1.11M ﹤0.01% 1066

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