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

Cerity Partners’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 		$2.16M Buy
83,729
+24,996
+43% +$641K ﹤0.01% 1549
2026
Q1 		$1.49M Buy
58,733
+33,178
+130% +$850K ﹤0.01% 1636
2025
Q4 		$651K Buy
+25,555
New +$652K ﹤0.01% 1942

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
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

Cerity Partners's CGHM Position: Q2 2026 in Review

Cerity Partners increased its Capital Group Municipal High-Income ETF (CGHM) stake by 43% in Q2 2026, buying an estimated $641K and bringing the position to 83,729 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

Cerity Partners first reported a position in CGHM in Q4 2025 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • Cerity Partners held 83,729 shares of Capital Group Municipal High-Income ETF worth $2.16M as of Q2 2026.
  • Cerity Partners bought 24,996 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $641K.
  • Capital Group Municipal High-Income ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1549 holding.
  • Cerity Partners first reported a position in Capital Group Municipal High-Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.