Benjamin Edwards Inc’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Benjamin Edwards Inc’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	$12.2M	Buy	472,742 +92,511	+24%	+$2.37M	0.11%	198
2026 Q1	$9.63M	Buy	380,231 +106,176	+39%	+$2.72M	0.1%	214
2025 Q4	$6.98M	Sell	274,055 -1,549	-0.6%	-$39.5K	0.08%	247
2025 Q3	$6.97M	Buy	275,604 +175,452	+175%	+$4.34M	0.08%	242
2025 Q2	$2.47M	Buy	100,152 +23,755	+31%	+$583K	0.03%	416
2025 Q1	$1.91M	Buy	76,397 +3,237	+4%	+$82.1K	0.03%	427
2024 Q4	$1.85M	Buy	73,160 +6,416	+10%	+$164K	0.03%	456
2024 Q3	$1.73M	Buy	+66,744	New	+$1.71M	0.03%	459

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

Benjamin Edwards Inc's CGHM Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Capital Group Municipal High-Income ETF (CGHM) stake by 24% in Q2 2026, buying an estimated $2.37M and bringing the position to 472,742 shares worth $12.2M. The position accounts for 0.11% of the portfolio, ranked #198.

Benjamin Edwards Inc first reported a position in CGHM in Q3 2024 and has held it in 8 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Benjamin Edwards Inc held 472,742 shares of Capital Group Municipal High-Income ETF worth $12.2M as of Q2 2026.
Benjamin Edwards Inc bought 92,511 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $2.37M.
Capital Group Municipal High-Income ETF made up 0.11% of Benjamin Edwards Inc's portfolio in Q2 2026, its #198 holding.
Benjamin Edwards Inc first reported a position in Capital Group Municipal High-Income ETF in Q3 2024 and has held it in 8 quarters since.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.