EQ Wealth Advisors’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

EQ Wealth Advisors’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	$2.04M	Buy	78,739 +47,927	+156%	+$1.23M	1.12%	24
2026 Q1	$780K	Buy	30,812 +15,329	+99%	+$393K	0.46%	32
2025 Q4	$395K	Buy	15,483 +355	+2%	+$9.06K	0.23%	38
2025 Q3	$383K	Buy	15,128 +12,467	+469%	+$308K	0.25%	37
2025 Q2	$65.6K	Buy	+2,661	New	+$65.4K	0.04%	78

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

EQ Wealth Advisors's CGHM Position: Q2 2026 in Review

EQ Wealth Advisors increased its Capital Group Municipal High-Income ETF (CGHM) stake by 156% in Q2 2026, buying an estimated $1.23M and bringing the position to 78,739 shares worth $2.04M. The position accounts for 1.12% of the portfolio, ranked #24.

EQ Wealth Advisors first reported a position in CGHM in Q2 2025 and has held it in 5 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

EQ Wealth Advisors held 78,739 shares of Capital Group Municipal High-Income ETF worth $2.04M as of Q2 2026.
EQ Wealth Advisors bought 47,927 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $1.23M.
Capital Group Municipal High-Income ETF made up 1.12% of EQ Wealth Advisors's portfolio in Q2 2026, its #24 holding.
EQ Wealth Advisors first reported a position in Capital Group Municipal High-Income ETF in Q2 2025 and has held it in 5 quarters since.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on EQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.