Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Carson Wealth (CWM LLC)’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 		$7.72K Buy
305
+16
+6% +$410 ﹤0.01% 4877
2025
Q4 		$7K Buy
+289
New +$7.38K ﹤0.01% 4722

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 22.9% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CGHM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Capital Group Municipal High-Income ETF (CGHM) stake by 5.5% in Q1 2026, buying an estimated $410 and bringing the position to 305 shares worth $7.72K. The position accounts for ﹤0.01% of the portfolio, ranked #4877.

Carson Wealth (CWM LLC) first reported a position in CGHM in Q4 2025 and has held it in 2 quarters since. 166 funds tracked by Wall St. Rank hold CGHM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 305 shares of Capital Group Municipal High-Income ETF worth $7.72K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 16 Capital Group Municipal High-Income ETF shares in Q1 2026, an estimated $410.
  • Capital Group Municipal High-Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4877 holding.
  • Carson Wealth (CWM LLC) first reported a position in Capital Group Municipal High-Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 166 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.