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 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%	458
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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return