Barnes Pettey Financial Advisors’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Barnes Pettey Financial Advisors’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	$730K	Buy	28,251 +6,364	+29%	+$163K	0.23%	83
2026 Q1	$554K	Buy	21,887 +2,474	+13%	+$63.4K	0.24%	82
2025 Q4	$495K	Buy	+19,413	New	+$495K	0.24%	78

Other funds holding CGHM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Barnes Pettey Financial Advisors's CGHM Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its Capital Group Municipal High-Income ETF (CGHM) stake by 29% in Q2 2026, buying an estimated $163K and bringing the position to 28,251 shares worth $730K. The position accounts for 0.23% of the portfolio, ranked #83.

Barnes Pettey Financial Advisors first reported a position in CGHM in Q4 2025 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Barnes Pettey Financial Advisors held 28,251 shares of Capital Group Municipal High-Income ETF worth $730K as of Q2 2026.
Barnes Pettey Financial Advisors bought 6,364 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $163K.
Capital Group Municipal High-Income ETF made up 0.23% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #83 holding.
Barnes Pettey Financial Advisors first reported a position in Capital Group Municipal High-Income ETF in Q4 2025 and has held it in 3 quarters since.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.