CIAS
CGHM

Capital Investment Advisory Services’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Capital Investment Advisory 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 		$469K Buy
18,135
+4,335
+31% +$111K 0.03% 458
2026
Q1 		$349K Buy
13,800
+20
+0.1% +$513 0.03% 475
2025
Q4 		$351K Buy
+13,780
New +$352K 0.02% 461

Other funds holding CGHM

AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
CTA
Clear Trail Advisors Houston, Texas $655M AUM

Capital Investment Advisory Services's CGHM Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Capital Group Municipal High-Income ETF (CGHM) stake by 31% in Q2 2026, buying an estimated $111K and bringing the position to 18,135 shares worth $469K. The position accounts for 0.03% of the portfolio, ranked #458.

Capital Investment Advisory Services first reported a position in CGHM in Q4 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • Capital Investment Advisory Services held 18,135 shares of Capital Group Municipal High-Income ETF worth $469K as of Q2 2026.
  • Capital Investment Advisory Services bought 4,335 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $111K.
  • Capital Group Municipal High-Income ETF made up 0.03% of Capital Investment Advisory Services's portfolio in Q2 2026, its #458 holding.
  • Capital Investment Advisory Services first reported a position in Capital Group Municipal High-Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.