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Wintrust Investments’s Capital Group Municipal Income ETF CGMU Stock Holding History

Wintrust Investments’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
2024
Q4 		$95K Buy
3,559
+427
+14% +$11.6K 0.08% 167
2024
Q3 		$86K Sell
3,132
-27,942
-90% -$762K 0.06% 230
2024
Q2 		$834K Sell
31,074
-16,102
-34% -$432K 0.07% 217
2024
Q1 		$1.27M Buy
47,176
+19,146
+68% +$517K 0.11% 159
2023
Q4 		$759K Buy
28,030
+17,144
+157% +$449K 0.07% 221
2023
Q3 		$280K Buy
+10,886
New +$286K 0.03% 337

Other funds holding CGMU

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wintrust Investments's CGMU Position: Q4 2024 in Review

Wintrust Investments increased its Capital Group Municipal Income ETF (CGMU) stake by 14% in Q4 2024, buying an estimated $11.6K and bringing the position to 3,559 shares worth $95K. The position accounts for 0.08% of the portfolio, ranked #167.

Wintrust Investments first reported a position in CGMU in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.27M in Q1 2024. 188 funds tracked by Wall St. Rank hold CGMU as of Q4 2024.

  • Wintrust Investments held 3,559 shares of Capital Group Municipal Income ETF worth $95K as of Q4 2024.
  • Wintrust Investments bought 427 Capital Group Municipal Income ETF shares in Q4 2024, an estimated $11.6K.
  • Capital Group Municipal Income ETF made up 0.08% of Wintrust Investments's portfolio in Q4 2024, its #167 holding.
  • Wintrust Investments first reported a position in Capital Group Municipal Income ETF in Q3 2023 and has held it in 6 quarters since.
  • Wintrust Investments's Capital Group Municipal Income ETF position peaked at $1.27M in Q1 2024.
  • 188 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.