CX Institutional
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CX Institutional’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

CX Institutional’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 		– Sell
-354
Closed -$9K – 1747
2026
Q2 		$9K Hold
354
– – ﹤0.01% 1320
2026
Q1 		$9K Sell
354
-8
-2% -$205 ﹤0.01% 1319
2025
Q4 		$9K Buy
+362
New +$9.24K ﹤0.01% 1213

Other funds holding CGHM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Strata Wealth Advisors
Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

CX Institutional's CGHM Position: Q3 2026 in Review

CX Institutional sold out of Capital Group Municipal High-Income ETF (CGHM) in Q3 2026, closing a stake of 354 shares — an estimated $9K sold.

CX Institutional first reported a position in CGHM in Q4 2025 and held it in 3 quarters. The position peaked at $9K in Q2 2026. 57 funds tracked by Wall St. Rank hold CGHM as of Q3 2026.

  • CX Institutional reported no remaining Capital Group Municipal High-Income ETF position as of Q3 2026 after selling out during the quarter.
  • CX Institutional sold 354 Capital Group Municipal High-Income ETF shares in Q3 2026, an estimated $9K.
  • CX Institutional first reported a position in Capital Group Municipal High-Income ETF in Q4 2025 and held it in 3 quarters.
  • CX Institutional's Capital Group Municipal High-Income ETF position peaked at $9K in Q2 2026.
  • 57 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.