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CGHM

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

Ausdal Financial Partners’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 		$374K Buy
14,772
+248
+2% +$6.36K 0.02% 688
2025
Q4 		$370K Buy
14,524
+690
+5% +$17.6K 0.02% 651
2025
Q3 		$350K Buy
+13,834
New +$342K 0.02% 673

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

Ausdal Financial Partners's CGHM Position: Q1 2026 in Review

Ausdal Financial Partners increased its Capital Group Municipal High-Income ETF (CGHM) stake by 1.7% in Q1 2026, buying an estimated $6.36K and bringing the position to 14,772 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #688.

Ausdal Financial Partners first reported a position in CGHM in Q3 2025 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold CGHM as of Q1 2026.

  • Ausdal Financial Partners held 14,772 shares of Capital Group Municipal High-Income ETF worth $374K as of Q1 2026.
  • Ausdal Financial Partners bought 248 Capital Group Municipal High-Income ETF shares in Q1 2026, an estimated $6.36K.
  • Capital Group Municipal High-Income ETF made up 0.02% of Ausdal Financial Partners's portfolio in Q1 2026, its #688 holding.
  • Ausdal Financial Partners first reported a position in Capital Group Municipal High-Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.