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 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

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

Commonwealth Equity Services's CGHM Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Capital Group Municipal High-Income ETF (CGHM) stake by 16% in Q2 2026, selling an estimated $4.04M and leaving 847,522 shares worth $21.9M. The position accounts for 0.03% of the portfolio, ranked #558.

Commonwealth Equity Services first reported a position in CGHM in Q3 2024 and has held it in 8 quarters since. The position peaked at $25.4M in Q1 2026. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Commonwealth Equity Services held 847,522 shares of Capital Group Municipal High-Income ETF worth $21.9M as of Q2 2026.
Commonwealth Equity Services sold 157,583 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $4.04M.
Capital Group Municipal High-Income ETF made up 0.03% of Commonwealth Equity Services's portfolio in Q2 2026, its #558 holding.
Commonwealth Equity Services first reported a position in Capital Group Municipal High-Income ETF in Q3 2024 and has held it in 8 quarters since.
Commonwealth Equity Services's Capital Group Municipal High-Income ETF position peaked at $25.4M in Q1 2026.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.