Wood Tarver Financial Group’s Capital Group Municipal Income ETF CGMU Stock Holding History

Wood Tarver Financial Group’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	$958K	Buy	35,321 +4,024	+13%	+$111K	0.26%	57
2025 Q4	$856K	Buy	31,297 +96	+0.3%	+$2.63K	0.24%	61
2025 Q3	$851K	Buy	31,201 +2,497	+9%	+$67.1K	0.25%	62
2025 Q2	$766K	Buy	28,704 +4,695	+20%	+$125K	0.23%	63
2025 Q1	$644K	Buy	24,009 +6,708	+39%	+$181K	0.21%	64
2024 Q4	$465K	Buy	+17,301	New	+$470K	0.16%	86

Other funds holding CGMU

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

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

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

Wood Tarver Financial Group's CGMU Position: Q1 2026 in Review

Wood Tarver Financial Group increased its Capital Group Municipal Income ETF (CGMU) stake by 13% in Q1 2026, buying an estimated $111K and bringing the position to 35,321 shares worth $958K. The position accounts for 0.26% of the portfolio, ranked #57.

Wood Tarver Financial Group first reported a position in CGMU in Q4 2024 and has held it in 6 quarters since. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

Wood Tarver Financial Group held 35,321 shares of Capital Group Municipal Income ETF worth $958K as of Q1 2026.
Wood Tarver Financial Group bought 4,024 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $111K.
Capital Group Municipal Income ETF made up 0.26% of Wood Tarver Financial Group's portfolio in Q1 2026, its #57 holding.
Wood Tarver Financial Group first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 6 quarters since.
330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.