Capital Analysts LLC’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Capital Analysts LLC’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	$3.37M	Buy	132,899 +24,310	+22%	+$623K	0.09%	189
2025 Q4	$2.77M	Buy	108,589 +36,524	+51%	+$932K	0.08%	207
2025 Q3	$1.82M	Buy	72,065 +70,625	+4,905%	+$1.75M	0.05%	237
2025 Q2	$35K	Sell	1,440 -12,606	-90%	-$310K	﹤0.01%	894
2025 Q1	$352K	Hold	14,046	–	–	0.01%	425
2024 Q4	$355K	Buy	+14,046	New	+$360K	0.01%	384

Other funds holding CGHM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Analysts LLC's CGHM Position: Q1 2026 in Review

Capital Analysts LLC increased its Capital Group Municipal High-Income ETF (CGHM) stake by 22% in Q1 2026, buying an estimated $623K and bringing the position to 132,899 shares worth $3.37M. The position accounts for 0.09% of the portfolio, ranked #189.

Capital Analysts LLC first reported a position in CGHM in Q4 2024 and has held it in 6 quarters since. 165 funds tracked by Wall St. Rank hold CGHM as of Q1 2026.

Capital Analysts LLC held 132,899 shares of Capital Group Municipal High-Income ETF worth $3.37M as of Q1 2026.
Capital Analysts LLC bought 24,310 Capital Group Municipal High-Income ETF shares in Q1 2026, an estimated $623K.
Capital Group Municipal High-Income ETF made up 0.09% of Capital Analysts LLC's portfolio in Q1 2026, its #189 holding.
Capital Analysts LLC first reported a position in Capital Group Municipal High-Income ETF in Q4 2024 and has held it in 6 quarters since.
165 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.