WP
CGMU icon

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

WMS 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
2024
Q3 		– Sell
-19,567
Closed -$525K – 302
2024
Q2 		$525K Buy
19,567
+52
+0.3% +$1.4K 0.03% 152
2024
Q1 		$527K Buy
+19,515
New +$527K 0.04% 159

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

WMS Partners's CGMU Position: Q3 2024 in Review

WMS Partners sold out of Capital Group Municipal Income ETF (CGMU) in Q3 2024, closing a stake of 19,567 shares — an estimated $525K sold.

WMS Partners first reported a position in CGMU in Q1 2024 and held it in 2 quarters. The position peaked at $527K in Q1 2024. 153 funds tracked by Wall St. Rank hold CGMU as of Q3 2024.

  • WMS Partners reported no remaining Capital Group Municipal Income ETF position as of Q3 2024 after selling out during the quarter.
  • WMS Partners sold 19,567 Capital Group Municipal Income ETF shares in Q3 2024, an estimated $525K.
  • WMS Partners first reported a position in Capital Group Municipal Income ETF in Q1 2024 and held it in 2 quarters.
  • WMS Partners's Capital Group Municipal Income ETF position peaked at $527K in Q1 2024.
  • 153 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2024.

Based on WMS Partners's 13F filing for Q3 2024, filed 13 Nov 2024.