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 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Management Network's CGHM Position: Q1 2026 in Review

Financial Management Network increased its Capital Group Municipal High-Income ETF (CGHM) stake by 0.85% in Q1 2026, buying an estimated $3.36K and bringing the position to 15,488 shares worth $396K. The position accounts for 0.06% of the portfolio, ranked #140.

Financial Management Network first reported a position in CGHM in Q3 2025 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold CGHM as of Q1 2026.

Financial Management Network held 15,488 shares of Capital Group Municipal High-Income ETF worth $396K as of Q1 2026.
Financial Management Network bought 131 Capital Group Municipal High-Income ETF shares in Q1 2026, an estimated $3.36K.
Capital Group Municipal High-Income ETF made up 0.06% of Financial Management Network's portfolio in Q1 2026, its #140 holding.
Financial Management Network first reported a position in Capital Group Municipal High-Income ETF in Q3 2025 and has held it in 3 quarters since.
165 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.