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

Clear Trail 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	$5.37M	Buy	207,624 +15,938	+8%	+$409K	0.82%	37
2026 Q1	$4.85M	Buy	+191,686	New	+$4.91M	0.81%	38

Other funds holding CGHM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Clear Trail Advisors's CGHM Position: Q2 2026 in Review

Clear Trail Advisors increased its Capital Group Municipal High-Income ETF (CGHM) stake by 8.3% in Q2 2026, buying an estimated $409K and bringing the position to 207,624 shares worth $5.37M. The position accounts for 0.82% of the portfolio, ranked #37.

Clear Trail Advisors first reported a position in CGHM in Q1 2026 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Clear Trail Advisors held 207,624 shares of Capital Group Municipal High-Income ETF worth $5.37M as of Q2 2026.
Clear Trail Advisors bought 15,938 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $409K.
Capital Group Municipal High-Income ETF made up 0.82% of Clear Trail Advisors's portfolio in Q2 2026, its #37 holding.
Clear Trail Advisors first reported a position in Capital Group Municipal High-Income ETF in Q1 2026 and has held it in 2 quarters since.
194 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.