BEI
CGHM

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
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
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 $376B 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 $528B AUM 27.57% 1-Year Est. Return