Financial Management Network’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Financial Management Network’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	-17,128	Closed	-$441K	–	221
2026 Q2	$441K	Buy	17,128 +1,640	+11%	+$42K	0.06%	143
2026 Q1	$396K	Buy	15,488 +131	+0.9%	+$3.36K	0.06%	140
2025 Q4	$391K	Buy	15,357 +153	+1%	+$3.9K	0.06%	132
2025 Q3	$385K	Buy	+15,204	New	+$376K	0.06%	134

Other funds holding CGHM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

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 Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Financial Management Network's CGHM Position: Q3 2026 in Review

Financial Management Network sold out of Capital Group Municipal High-Income ETF (CGHM) in Q3 2026, closing a stake of 17,128 shares — an estimated $441K sold.

Financial Management Network first reported a position in CGHM in Q3 2025 and held it in 4 quarters. The position peaked at $441K in Q2 2026. 57 funds tracked by Wall St. Rank hold CGHM as of Q3 2026.

Financial Management Network reported no remaining Capital Group Municipal High-Income ETF position as of Q3 2026 after selling out during the quarter.
Financial Management Network sold 17,128 Capital Group Municipal High-Income ETF shares in Q3 2026, an estimated $441K.
Financial Management Network first reported a position in Capital Group Municipal High-Income ETF in Q3 2025 and held it in 4 quarters.
Financial Management Network's Capital Group Municipal High-Income ETF position peaked at $441K in Q2 2026.
57 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.