Superior Planning, LLC’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Superior Planning, LLC’s Portfolio CGHM Stock Details CGHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10.4K	Buy	+430	New	+$10.9K	﹤0.01%	916

Other funds holding CGHM

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

Superior Planning, LLC's CGHM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Capital Group Municipal High-Income ETF (CGHM) in Q3 2026: 430 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #916 among its holdings.

159 funds tracked by Wall St. Rank hold CGHM as of Q3 2026.

Superior Planning, LLC held 430 shares of Capital Group Municipal High-Income ETF worth $10.4K as of Q3 2026.
Capital Group Municipal High-Income ETF was a new Superior Planning, LLC position in Q3 2026.
Capital Group Municipal High-Income ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #916 holding.
159 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.