Commonwealth Equity Services
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Commonwealth Equity Services’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Commonwealth Equity Services’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
Q3 		$24.2M Buy
1,004,972
+157,450
+19% +$3.98M 0.03% 520
2026
Q2 		$21.9M Sell
847,522
-157,583
-16% -$4.04M 0.03% 558
2026
Q1 		$25.4M Buy
1,005,105
+246,578
+33% +$6.32M 0.04% 481
2025
Q4 		$19.3M Buy
758,527
+159,961
+27% +$4.08M 0.03% 581
2025
Q3 		$15.1M Buy
598,566
+72,791
+14% +$1.8M 0.02% 700
2025
Q2 		$13M Buy
525,775
+180,845
+52% +$4.44M 0.02% 761
2025
Q1 		$8.64M Buy
344,930
+158,603
+85% +$4.02M 0.01% 944
2024
Q4 		$4.71M Buy
186,327
+134,942
+263% +$3.46M 0.01% 1273
2024
Q3 		$1.33M Buy
+51,385
New +$1.31M ﹤0.01% 2107

Other funds holding CGHM

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Strata Wealth Advisors
Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Commonwealth Equity Services's CGHM Position: Q3 2026 in Review

Commonwealth Equity Services increased its Capital Group Municipal High-Income ETF (CGHM) stake by 19% in Q3 2026, buying an estimated $3.98M and bringing the position to 1,004,972 shares worth $24.2M. The position accounts for 0.03% of the portfolio, ranked #520.

Commonwealth Equity Services first reported a position in CGHM in Q3 2024 and has held it in 9 quarters since. The position peaked at $25.4M in Q1 2026. 99 funds tracked by Wall St. Rank hold CGHM as of Q3 2026.

  • Commonwealth Equity Services held 1,004,972 shares of Capital Group Municipal High-Income ETF worth $24.2M as of Q3 2026.
  • Commonwealth Equity Services bought 157,450 Capital Group Municipal High-Income ETF shares in Q3 2026, an estimated $3.98M.
  • Capital Group Municipal High-Income ETF made up 0.03% of Commonwealth Equity Services's portfolio in Q3 2026, its #520 holding.
  • Commonwealth Equity Services first reported a position in Capital Group Municipal High-Income ETF in Q3 2024 and has held it in 9 quarters since.
  • Commonwealth Equity Services's Capital Group Municipal High-Income ETF position peaked at $25.4M in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.