Capital Group Private Client Services’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Capital Group Private Client Services’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	$12.2M	Buy	472,102 +94,820	+25%	+$2.43M	0.17%	62
2026 Q1	$9.55M	Buy	377,282 +131,662	+54%	+$3.37M	0.16%	70
2025 Q4	$6.26M	Sell	245,620 -984	-0.4%	-$25.1K	0.1%	111
2025 Q3	$6.24M	Buy	246,604 +37,370	+18%	+$924K	0.1%	118
2025 Q2	$5.15M	Buy	209,234 +191,100	+1,054%	+$4.69M	0.04%	173
2025 Q1	$454K	Buy	+18,134	New	+$460K	﹤0.01%	253

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 Group Private Client Services's CGHM Position: Q2 2026 in Review

Capital Group Private Client Services increased its Capital Group Municipal High-Income ETF (CGHM) stake by 25% in Q2 2026, buying an estimated $2.43M and bringing the position to 472,102 shares worth $12.2M. The position accounts for 0.17% of the portfolio, ranked #62.

Capital Group Private Client Services first reported a position in CGHM in Q1 2025 and has held it in 6 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Capital Group Private Client Services held 472,102 shares of Capital Group Municipal High-Income ETF worth $12.2M as of Q2 2026.
Capital Group Private Client Services bought 94,820 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $2.43M.
Capital Group Municipal High-Income ETF made up 0.17% of Capital Group Private Client Services's portfolio in Q2 2026, its #62 holding.
Capital Group Private Client Services first reported a position in Capital Group Municipal High-Income ETF in Q1 2025 and has held it in 6 quarters since.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.