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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthcare Advisory Partners's CGMU Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Capital Group Municipal Income ETF (CGMU) stake by 1.8% in Q2 2026, buying an estimated $124K and bringing the position to 257,734 shares worth $7.08M. The position accounts for 0.13% of the portfolio, ranked #141.

Wealthcare Advisory Partners first reported a position in CGMU in Q3 2023 and has held it in 12 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Wealthcare Advisory Partners held 257,734 shares of Capital Group Municipal Income ETF worth $7.08M as of Q2 2026.
Wealthcare Advisory Partners bought 4,533 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $124K.
Capital Group Municipal Income ETF made up 0.13% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #141 holding.
Wealthcare Advisory Partners first reported a position in Capital Group Municipal Income ETF in Q3 2023 and has held it in 12 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.