Commonwealth Equity Services
CGHM

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
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

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Commonwealth Equity Services's CGHM Position: Q1 2026 in Review

Commonwealth Equity Services increased its Capital Group Municipal High-Income ETF (CGHM) stake by 33% in Q1 2026, buying an estimated $6.32M and bringing the position to 1,005,105 shares worth $25.4M. The position accounts for 0.04% of the portfolio, ranked #481.

Commonwealth Equity Services first reported a position in CGHM in Q3 2024 and has held it in 7 quarters since. 165 funds tracked by Wall St. Rank hold CGHM as of Q1 2026.

  • Commonwealth Equity Services held 1,005,105 shares of Capital Group Municipal High-Income ETF worth $25.4M as of Q1 2026.
  • Commonwealth Equity Services bought 246,578 Capital Group Municipal High-Income ETF shares in Q1 2026, an estimated $6.32M.
  • Capital Group Municipal High-Income ETF made up 0.04% of Commonwealth Equity Services's portfolio in Q1 2026, its #481 holding.
  • Commonwealth Equity Services first reported a position in Capital Group Municipal High-Income ETF in Q3 2024 and has held it in 7 quarters since.
  • 165 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.