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Advisornet Financial’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Advisornet Financial’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
Q2 		$427K Buy
16,513
+5,451
+49% +$140K 0.02% 457
2026
Q1 		$280K Buy
11,062
+227
+2% +$5.82K 0.01% 524
2025
Q4 		$276K Buy
10,835
+1,075
+11% +$27.4K 0.01% 516
2025
Q3 		$247K Buy
9,760
+868
+10% +$21.5K 0.01% 534
2025
Q2 		$219K Sell
8,892
-1,600
-15% -$39.3K 0.01% 552
2025
Q1 		$263K Buy
10,492
+459
+5% +$11.6K 0.02% 487
2024
Q4 		$254K Buy
10,033
+9,782
+3,897% +$251K 0.02% 454
2024
Q3 		$6.5K Buy
+251
New +$6.42K ﹤0.01% 1530

Other funds holding CGHM

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Advisornet Financial's CGHM Position: Q2 2026 in Review

Advisornet Financial increased its Capital Group Municipal High-Income ETF (CGHM) stake by 49% in Q2 2026, buying an estimated $140K and bringing the position to 16,513 shares worth $427K. The position accounts for 0.02% of the portfolio, ranked #457.

Advisornet Financial first reported a position in CGHM in Q3 2024 and has held it in 8 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • Advisornet Financial held 16,513 shares of Capital Group Municipal High-Income ETF worth $427K as of Q2 2026.
  • Advisornet Financial bought 5,451 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $140K.
  • Capital Group Municipal High-Income ETF made up 0.02% of Advisornet Financial's portfolio in Q2 2026, its #457 holding.
  • Advisornet Financial first reported a position in Capital Group Municipal High-Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.