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Cornerstone Wealth Management’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Cornerstone Wealth Management’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 		$201K Buy
+8,357
New +$211K 0.01% 728

Other funds holding CGHM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

Cornerstone Wealth Management's CGHM Position: Q3 2026 in Review

Cornerstone Wealth Management opened a new position in Capital Group Municipal High-Income ETF (CGHM) in Q3 2026: 8,357 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #728 among its holdings.

114 funds tracked by Wall St. Rank hold CGHM as of Q3 2026.

  • Cornerstone Wealth Management held 8,357 shares of Capital Group Municipal High-Income ETF worth $201K as of Q3 2026.
  • Capital Group Municipal High-Income ETF was a new Cornerstone Wealth Management position in Q3 2026.
  • Capital Group Municipal High-Income ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #728 holding.
  • 114 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.