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

Capital Planning’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	$279K	Sell	10,785 -9,337	-46%	-$239K	0.08%	74
2026 Q1	$509K	Hold	20,122	–	–	0.17%	49
2025 Q4	$513K	Hold	20,122	–	–	0.14%	56
2025 Q3	$509K	Buy	20,122 +10,785	+116%	+$267K	0.15%	51
2025 Q2	$230K	Hold	9,337	–	–	0.07%	73
2025 Q1	$234K	Hold	9,337	–	–	0.07%	86
2024 Q4	$236K	Buy	+9,337	New	+$239K	0.06%	85

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 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 Planning's CGHM Position: Q2 2026 in Review

Capital Planning reduced its Capital Group Municipal High-Income ETF (CGHM) stake by 46% in Q2 2026, selling an estimated $239K and leaving 10,785 shares worth $279K. The position accounts for 0.08% of the portfolio, ranked #74.

Capital Planning first reported a position in CGHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $513K in Q4 2025. 54 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Capital Planning held 10,785 shares of Capital Group Municipal High-Income ETF worth $279K as of Q2 2026.
Capital Planning sold 9,337 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $239K.
Capital Group Municipal High-Income ETF made up 0.08% of Capital Planning's portfolio in Q2 2026, its #74 holding.
Capital Planning first reported a position in Capital Group Municipal High-Income ETF in Q4 2024 and has held it in 7 quarters since.
Capital Planning's Capital Group Municipal High-Income ETF position peaked at $513K in Q4 2025.
54 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.