DADC
CGHM

D.A. Davidson & Co’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

D.A. Davidson & Co’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 		– Sell
-21,643
Closed -$548K – 1649
2026
Q1 		$548K Sell
21,643
-1,171
-5% -$30K ﹤0.01% 1144
2025
Q4 		$581K Buy
+22,814
New +$582K ﹤0.01% 1085

Other funds holding CGHM

AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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

D.A. Davidson & Co's CGHM Position: Q2 2026 in Review

D.A. Davidson & Co sold out of Capital Group Municipal High-Income ETF (CGHM) in Q2 2026, closing a stake of 21,643 shares — an estimated $548K sold.

D.A. Davidson & Co first reported a position in CGHM in Q4 2025 and held it in 2 quarters. The position peaked at $581K in Q4 2025. 54 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • D.A. Davidson & Co reported no remaining Capital Group Municipal High-Income ETF position as of Q2 2026 after selling out during the quarter.
  • D.A. Davidson & Co sold 21,643 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $548K.
  • D.A. Davidson & Co first reported a position in Capital Group Municipal High-Income ETF in Q4 2025 and held it in 2 quarters.
  • D.A. Davidson & Co's Capital Group Municipal High-Income ETF position peaked at $581K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.