CPA
CGHM

Capital Performance Advisors’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Capital Performance Advisors’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 		$1.15M Buy
44,344
+8,949
+25% +$229K 0.07% 104
2026
Q1 		$896K Buy
35,395
+2,353
+7% +$60.3K 0.06% 138
2025
Q4 		$842K Buy
33,042
+1,853
+6% +$47.3K 0.06% 137
2025
Q3 		$789K Buy
31,189
+6,202
+25% +$153K 0.13% 84
2025
Q2 		$616K Buy
24,987
+285
+1% +$7K 0.12% 93
2025
Q1 		$619K Buy
+24,702
New +$627K 0.14% 76

Other funds holding CGHM

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital Performance Advisors's CGHM Position: Q2 2026 in Review

Capital Performance Advisors increased its Capital Group Municipal High-Income ETF (CGHM) stake by 25% in Q2 2026, buying an estimated $229K and bringing the position to 44,344 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #104.

Capital Performance Advisors 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 Performance Advisors held 44,344 shares of Capital Group Municipal High-Income ETF worth $1.15M as of Q2 2026.
  • Capital Performance Advisors bought 8,949 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $229K.
  • Capital Group Municipal High-Income ETF made up 0.07% of Capital Performance Advisors's portfolio in Q2 2026, its #104 holding.
  • Capital Performance Advisors 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 Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.