Creative Financial Designs’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Creative Financial Designs’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	$4.5K	Hold	174	–	–	﹤0.01%	1728
2026 Q1	$4.41K	Sell	174 -1,667	-91%	-$42.7K	﹤0.01%	1610
2025 Q4	$46.9K	Buy	1,841 +15	+0.8%	+$383	﹤0.01%	887
2025 Q3	$46.2K	Buy	1,826 +8	+0.4%	+$198	﹤0.01%	869
2025 Q2	$44.8K	Buy	1,818 +1,218	+203%	+$29.9K	﹤0.01%	897
2025 Q1	$15K	Hold	600	–	–	﹤0.01%	1171
2024 Q4	$15.2K	Buy	+600	New	+$15.4K	﹤0.01%	1115

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

Creative Financial Designs's CGHM Position: Q2 2026 in Review

Creative Financial Designs held its Capital Group Municipal High-Income ETF (CGHM) position steady in Q2 2026 at 174 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

Creative Financial Designs first reported a position in CGHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $46.9K in Q4 2025. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Creative Financial Designs held 174 shares of Capital Group Municipal High-Income ETF worth $4.5K as of Q2 2026.
Creative Financial Designs left its Capital Group Municipal High-Income ETF share count unchanged in Q2 2026.
Capital Group Municipal High-Income ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1728 holding.
Creative Financial Designs first reported a position in Capital Group Municipal High-Income ETF in Q4 2024 and has held it in 7 quarters since.
Creative Financial Designs's Capital Group Municipal High-Income ETF position peaked at $46.9K in Q4 2025.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.