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Atria Investments’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Atria Investments’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 		$568K Buy
21,982
+3,080
+16% +$79K 0.01% 1451
2026
Q1 		$479K Buy
18,902
+2,861
+18% +$73.3K 0.01% 1471
2025
Q4 		$409K Sell
16,041
-1,223
-7% -$31.2K ﹤0.01% 1563
2025
Q3 		$437K Buy
+17,264
New +$427K 0.01% 1498

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

Atria Investments's CGHM Position: Q2 2026 in Review

Atria Investments increased its Capital Group Municipal High-Income ETF (CGHM) stake by 16% in Q2 2026, buying an estimated $79K and bringing the position to 21,982 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #1451.

Atria Investments first reported a position in CGHM in Q3 2025 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • Atria Investments held 21,982 shares of Capital Group Municipal High-Income ETF worth $568K as of Q2 2026.
  • Atria Investments bought 3,080 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $79K.
  • Capital Group Municipal High-Income ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1451 holding.
  • Atria Investments first reported a position in Capital Group Municipal High-Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.