CWS
CGHM

Confluence Wealth Services’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Confluence Wealth 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 		$18M Buy
695,835
+25,210
+4% +$646K 0.51% 36
2026
Q1 		$17M Sell
670,625
-28,321
-4% -$726K 0.66% 30
2025
Q4 		$17.8M Buy
698,946
+67,555
+11% +$1.72M 0.74% 25
2025
Q3 		$16M Buy
631,391
+17,532
+3% +$434K 0.79% 21
2025
Q2 		$15.1M Sell
613,859
-7,020
-1% -$172K 0.83% 20
2025
Q1 		$15.1M Sell
620,879
-5,208
-0.8% -$132K 0.95% 19
2024
Q4 		$15.8M Buy
+626,087
New +$16M 1.03% 19

Other funds holding CGHM

AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
CTA
Clear Trail Advisors Houston, Texas $655M AUM
CIM
Capital Investment Management Lees Summit, Missouri $326M AUM

Confluence Wealth Services's CGHM Position: Q2 2026 in Review

Confluence Wealth Services increased its Capital Group Municipal High-Income ETF (CGHM) stake by 3.8% in Q2 2026, buying an estimated $646K and bringing the position to 695,835 shares worth $18M. The position accounts for 0.51% of the portfolio, ranked #36.

Confluence Wealth Services first reported a position in CGHM in Q4 2024 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • Confluence Wealth Services held 695,835 shares of Capital Group Municipal High-Income ETF worth $18M as of Q2 2026.
  • Confluence Wealth Services bought 25,210 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $646K.
  • Capital Group Municipal High-Income ETF made up 0.51% of Confluence Wealth Services's portfolio in Q2 2026, its #36 holding.
  • Confluence Wealth Services first reported a position in Capital Group Municipal High-Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 54 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.