Capital Advisors Wealth Management’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Capital Advisors Wealth Management’s Portfolio HIMU Stock Details HIMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.28M	Buy	+25,625	New	+$1.25M	0.15%	85

Other funds holding HIMU

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Capital Advisors Wealth Management's HIMU Position: Q2 2026 in Review

Capital Advisors Wealth Management opened a new position in iShares High Yield Muni Active ETF (HIMU) in Q2 2026: 25,625 shares worth $1.28M. The stake represents 0.15% of the portfolio and ranks #85 among its holdings.

62 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

Capital Advisors Wealth Management held 25,625 shares of iShares High Yield Muni Active ETF worth $1.28M as of Q2 2026.
iShares High Yield Muni Active ETF was a new Capital Advisors Wealth Management position in Q2 2026.
iShares High Yield Muni Active ETF made up 0.15% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #85 holding.
62 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.