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Wealthcare Advisory Partners’s Capital Group Municipal Income ETF CGMU Stock Holding History

Wealthcare Advisory Partners’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 		$7.08M Buy
257,734
+4,533
+2% +$124K 0.13% 141
2026
Q1 		$6.87M Buy
253,201
+38,420
+18% +$1.06M 0.13% 140
2025
Q4 		$5.88M Sell
214,781
-19,765
-8% -$541K 0.12% 157
2025
Q3 		$6.4M Buy
234,546
+18,169
+8% +$488K 0.13% 137
2025
Q2 		$5.78M Buy
216,377
+16,041
+8% +$426K 0.13% 141
2025
Q1 		$5.37M Buy
200,336
+4,910
+3% +$133K 0.14% 127
2024
Q4 		$5.26M Buy
195,426
+10,482
+6% +$285K 0.15% 133
2024
Q3 		$5.08M Buy
184,944
+4,332
+2% +$118K 0.14% 133
2024
Q2 		$4.85M Buy
180,612
+60,350
+50% +$1.62M 0.15% 116
2024
Q1 		$3.25M Buy
120,262
+37,819
+46% +$1.02M 0.11% 163
2023
Q4 		$2.23M Buy
82,443
+48,919
+146% +$1.28M 0.09% 180
2023
Q3 		$862K Buy
+33,524
New +$882K 0.04% 306

Other funds holding CGMU

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return