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WR Wealth Planners’s Capital Group Municipal Income ETF CGMU Stock Holding History

WR Wealth Planners’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 		$97.9K Sell
3,637
-3,869
-52% -$105K 0.03% 234
2024
Q3 		$206K Buy
7,506
+193
+3% +$5.26K 0.06% 181
2024
Q2 		$196K Buy
7,313
+219
+3% +$5.88K 0.06% 173
2024
Q1 		$192K Buy
+7,094
New +$192K 0.06% 177
2023
Q4 		– Sell
-275
Closed -$7.07K – 288
2023
Q3 		$7.07K Hold
275
– – ﹤0.01% 625
2023
Q2 		$7.28K Buy
+275
New +$7.31K ﹤0.01% 623

Other funds holding CGMU

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's CGMU Position: Q4 2024 in Review

WR Wealth Planners reduced its Capital Group Municipal Income ETF (CGMU) stake by 52% in Q4 2024, selling an estimated $105K and leaving 3,637 shares worth $97.9K. The position accounts for 0.03% of the portfolio, ranked #234.

WR Wealth Planners first reported a position in CGMU in Q2 2023 and has held it in 6 quarters since. The position peaked at $206K in Q3 2024. 188 funds tracked by Wall St. Rank hold CGMU as of Q4 2024.

  • WR Wealth Planners held 3,637 shares of Capital Group Municipal Income ETF worth $97.9K as of Q4 2024.
  • WR Wealth Planners sold 3,869 Capital Group Municipal Income ETF shares in Q4 2024, an estimated $105K.
  • Capital Group Municipal Income ETF made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #234 holding.
  • WR Wealth Planners first reported a position in Capital Group Municipal Income ETF in Q2 2023 and has held it in 6 quarters since.
  • WR Wealth Planners's Capital Group Municipal Income ETF position peaked at $206K in Q3 2024.
  • 188 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.