ATPW
CGHM

Ashton Thomas Private Wealth’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Ashton Thomas Private Wealth’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 		$267K Sell
10,542
-57
-0.5% -$1.46K 0.01% 934
2025
Q4 		$270K Buy
10,599
+1,273
+14% +$32.5K 0.01% 852
2025
Q3 		$236K Buy
+9,326
New +$231K 0.01% 883

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

Ashton Thomas Private Wealth's CGHM Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its Capital Group Municipal High-Income ETF (CGHM) stake by 0.54% in Q1 2026, selling an estimated $1.46K and leaving 10,542 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #934.

Ashton Thomas Private Wealth first reported a position in CGHM in Q3 2025 and has held it in 3 quarters since. The position peaked at $270K in Q4 2025. 165 funds tracked by Wall St. Rank hold CGHM as of Q1 2026.

  • Ashton Thomas Private Wealth held 10,542 shares of Capital Group Municipal High-Income ETF worth $267K as of Q1 2026.
  • Ashton Thomas Private Wealth sold 57 Capital Group Municipal High-Income ETF shares in Q1 2026, an estimated $1.46K.
  • Capital Group Municipal High-Income ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #934 holding.
  • Ashton Thomas Private Wealth first reported a position in Capital Group Municipal High-Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Ashton Thomas Private Wealth's Capital Group Municipal High-Income ETF position peaked at $270K in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.