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 Q2	$4.84M	Buy	187,286 +54,387	+41%	+$1.39M	0.11%	150
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 $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

Capital Analysts LLC's CGHM Position: Q2 2026 in Review

Capital Analysts LLC increased its Capital Group Municipal High-Income ETF (CGHM) stake by 41% in Q2 2026, buying an estimated $1.39M and bringing the position to 187,286 shares worth $4.84M. The position accounts for 0.11% of the portfolio, ranked #150.

Capital Analysts LLC first reported a position in CGHM in Q4 2024 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Capital Analysts LLC held 187,286 shares of Capital Group Municipal High-Income ETF worth $4.84M as of Q2 2026.
Capital Analysts LLC bought 54,387 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $1.39M.
Capital Group Municipal High-Income ETF made up 0.11% of Capital Analysts LLC's portfolio in Q2 2026, its #150 holding.
Capital Analysts LLC first reported a position in Capital Group Municipal High-Income ETF in Q4 2024 and has held it in 7 quarters since.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.