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
Q2 		$5.36M Sell
195,645
-385
-0.2% -$10.5K 0.01% 966
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

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealth Enhancement Advisory Services's CGMU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Capital Group Municipal Income ETF (CGMU) stake by 0.2% in Q2 2026, selling an estimated $10.5K and leaving 195,645 shares worth $5.36M. The position accounts for 0.01% of the portfolio, ranked #966.

Wealth Enhancement Advisory Services first reported a position in CGMU in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.55M in Q4 2025. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Wealth Enhancement Advisory Services held 195,645 shares of Capital Group Municipal Income ETF worth $5.36M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 385 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $10.5K.
  • Capital Group Municipal Income ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #966 holding.
  • Wealth Enhancement Advisory Services first reported a position in Capital Group Municipal Income ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Capital Group Municipal Income ETF position peaked at $5.55M in Q4 2025.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.