CGPCS
CGHM

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
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Group Private Client Services's CGHM Position: Q1 2026 in Review

Capital Group Private Client Services increased its Capital Group Municipal High-Income ETF (CGHM) stake by 54% in Q1 2026, buying an estimated $3.37M and bringing the position to 377,282 shares worth $9.55M. The position accounts for 0.16% of the portfolio, ranked #70.

Capital Group Private Client Services first reported a position in CGHM in Q1 2025 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold CGHM as of Q1 2026.

  • Capital Group Private Client Services held 377,282 shares of Capital Group Municipal High-Income ETF worth $9.55M as of Q1 2026.
  • Capital Group Private Client Services bought 131,662 Capital Group Municipal High-Income ETF shares in Q1 2026, an estimated $3.37M.
  • Capital Group Municipal High-Income ETF made up 0.16% of Capital Group Private Client Services's portfolio in Q1 2026, its #70 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 5 quarters since.
  • 165 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.