AWM
CGHM

AE Wealth Management’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

AE Wealth Management’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
Q1 		$101K Sell
4,001
-453
-10% -$11.6K ﹤0.01% 1792
2025
Q4 		$113K Buy
+4,454
New +$114K ﹤0.01% 1662

Other funds holding CGHM

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AE Wealth Management's CGHM Position: Q1 2026 in Review

AE Wealth Management reduced its Capital Group Municipal High-Income ETF (CGHM) stake by 10% in Q1 2026, selling an estimated $11.6K and leaving 4,001 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1792.

AE Wealth Management first reported a position in CGHM in Q4 2025 and has held it in 2 quarters since. The position peaked at $113K in Q4 2025. 165 funds tracked by Wall St. Rank hold CGHM as of Q1 2026.

  • AE Wealth Management held 4,001 shares of Capital Group Municipal High-Income ETF worth $101K as of Q1 2026.
  • AE Wealth Management sold 453 Capital Group Municipal High-Income ETF shares in Q1 2026, an estimated $11.6K.
  • Capital Group Municipal High-Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1792 holding.
  • AE Wealth Management first reported a position in Capital Group Municipal High-Income ETF in Q4 2025 and has held it in 2 quarters since.
  • AE Wealth Management's Capital Group Municipal High-Income ETF position peaked at $113K in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.