Boulder Wealth Advisors’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Boulder Wealth 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	$2.25M	Buy	+87,133	New	+$2.23M	0.82%	15
2026 Q1	–	Sell	-121,969	Closed	-$3.11M	–	42
2025 Q4	$3.11M	Buy	+121,969	New	+$3.11M	1.31%	13

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

Boulder Wealth Advisors's CGHM Position: Q2 2026 in Review

Boulder Wealth Advisors opened a new position in Capital Group Municipal High-Income ETF (CGHM) in Q2 2026: 87,133 shares worth $2.25M. The stake represents 0.82% of the portfolio and ranks #15 among its holdings. This is a return to the name: Boulder Wealth Advisors previously reported a position in CGHM as recently as Q4 2025.

Boulder Wealth Advisors first reported a position in CGHM in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.11M in Q4 2025. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Boulder Wealth Advisors held 87,133 shares of Capital Group Municipal High-Income ETF worth $2.25M as of Q2 2026.
Capital Group Municipal High-Income ETF was a new Boulder Wealth Advisors position in Q2 2026.
Capital Group Municipal High-Income ETF made up 0.82% of Boulder Wealth Advisors's portfolio in Q2 2026, its #15 holding.
Boulder Wealth Advisors first reported a position in Capital Group Municipal High-Income ETF in Q4 2025 and has held it in 2 quarters since.
Boulder Wealth Advisors's Capital Group Municipal High-Income ETF position peaked at $3.11M in Q4 2025.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Boulder Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.