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

Diversify 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
Q2 		$432K Sell
16,890
-932
-5% -$23.9K 0.01% 915
2026
Q1 		$456K Buy
17,822
+9,779
+122% +$251K 0.01% 838
2025
Q4 		$206K Buy
+8,043
New +$205K 0.01% 594

Other funds holding CGHM

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Diversify Wealth Management's CGHM Position: Q2 2026 in Review

Diversify Wealth Management reduced its Capital Group Municipal High-Income ETF (CGHM) stake by 5.2% in Q2 2026, selling an estimated $23.9K and leaving 16,890 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #915.

Diversify Wealth Management first reported a position in CGHM in Q4 2025 and has held it in 3 quarters since. The position peaked at $456K in Q1 2026. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • Diversify Wealth Management held 16,890 shares of Capital Group Municipal High-Income ETF worth $432K as of Q2 2026.
  • Diversify Wealth Management sold 932 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $23.9K.
  • Capital Group Municipal High-Income ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #915 holding.
  • Diversify Wealth Management first reported a position in Capital Group Municipal High-Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Diversify Wealth Management's Capital Group Municipal High-Income ETF position peaked at $456K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.