Western Wealth Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

Western Wealth Management’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	$1.58M	Sell	57,477 -2,028	-3%	-$55.5K	0.05%	360
2026 Q1	$1.62M	Buy	59,505 +28,404	+91%	+$783K	0.06%	321
2025 Q4	$852K	Buy	31,101 +11,072	+55%	+$303K	0.04%	387
2025 Q3	$547K	Buy	20,029 +3,998	+25%	+$107K	0.03%	428
2025 Q2	$428K	Buy	16,031 +127	+0.8%	+$3.37K	0.03%	458
2025 Q1	$427K	Buy	15,904 +2,069	+15%	+$55.9K	0.03%	435
2024 Q4	$372K	Buy	13,835 +2,809	+25%	+$76.4K	0.02%	542
2024 Q3	$303K	Buy	11,026 +1,866	+20%	+$50.9K	0.02%	592
2024 Q2	$246K	Buy	+9,160	New	+$246K	0.02%	561

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

Western Wealth Management's CGMU Position: Q2 2026 in Review

Western Wealth Management reduced its Capital Group Municipal Income ETF (CGMU) stake by 3.4% in Q2 2026, selling an estimated $55.5K and leaving 57,477 shares worth $1.58M. The position accounts for 0.05% of the portfolio, ranked #360.

Western Wealth Management first reported a position in CGMU in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.62M in Q1 2026. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Western Wealth Management held 57,477 shares of Capital Group Municipal Income ETF worth $1.58M as of Q2 2026.
Western Wealth Management sold 2,028 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $55.5K.
Capital Group Municipal Income ETF made up 0.05% of Western Wealth Management's portfolio in Q2 2026, its #360 holding.
Western Wealth Management first reported a position in Capital Group Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
Western Wealth Management's Capital Group Municipal Income ETF position peaked at $1.62M in Q1 2026.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.