Brinker Capital Investments’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Brinker Capital Investments’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	$19.8M	Buy	764,039 +34,963	+5%	+$896K	0.15%	116
2026 Q1	$18.5M	Buy	729,076 +33,304	+5%	+$854K	0.16%	110
2025 Q4	$17.7M	Buy	695,772 +38,647	+6%	+$986K	0.13%	137
2025 Q3	$16.6M	Buy	657,125 +641,848	+4,201%	+$15.9M	0.13%	138
2025 Q2	$376K	Buy	+15,277	New	+$375K	﹤0.01%	1609

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 22.9% 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

Brinker Capital Investments's CGHM Position: Q2 2026 in Review

Brinker Capital Investments increased its Capital Group Municipal High-Income ETF (CGHM) stake by 4.8% in Q2 2026, buying an estimated $896K and bringing the position to 764,039 shares worth $19.8M. The position accounts for 0.15% of the portfolio, ranked #116.

Brinker Capital Investments first reported a position in CGHM in Q2 2025 and has held it in 5 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Brinker Capital Investments held 764,039 shares of Capital Group Municipal High-Income ETF worth $19.8M as of Q2 2026.
Brinker Capital Investments bought 34,963 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $896K.
Capital Group Municipal High-Income ETF made up 0.15% of Brinker Capital Investments's portfolio in Q2 2026, its #116 holding.
Brinker Capital Investments first reported a position in Capital Group Municipal High-Income ETF in Q2 2025 and has held it in 5 quarters since.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.