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 Q2	$1.13M	Buy	41,162 +5,841	+17%	+$160K	0.27%	56
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 $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Wood Tarver Financial Group's CGMU Position: Q2 2026 in Review

Wood Tarver Financial Group increased its Capital Group Municipal Income ETF (CGMU) stake by 17% in Q2 2026, buying an estimated $160K and bringing the position to 41,162 shares worth $1.13M. The position accounts for 0.27% of the portfolio, ranked #56.

Wood Tarver Financial Group first reported a position in CGMU in Q4 2024 and has held it in 7 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Wood Tarver Financial Group held 41,162 shares of Capital Group Municipal Income ETF worth $1.13M as of Q2 2026.
Wood Tarver Financial Group bought 5,841 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $160K.
Capital Group Municipal Income ETF made up 0.27% of Wood Tarver Financial Group's portfolio in Q2 2026, its #56 holding.
Wood Tarver Financial Group first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.