FHC
CGHM icon

First Heartland Consultants’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

First Heartland Consultants’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 		$473K Sell
19,653
-1,052
-5% -$26.6K 0.03% 344
2026
Q2 		$535K Buy
20,705
+4,490
+28% +$115K 0.03% 317
2026
Q1 		$411K Buy
16,215
+1,226
+8% +$31.4K 0.03% 324
2025
Q4 		$382K Buy
14,989
+374
+3% +$9.54K 0.03% 346
2025
Q3 		$370K Buy
14,615
+2,988
+26% +$73.9K 0.03% 358
2025
Q2 		$286K Buy
+11,627
New +$286K 0.03% 398

Other funds holding CGHM

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

First Heartland Consultants's CGHM Position: Q3 2026 in Review

First Heartland Consultants reduced its Capital Group Municipal High-Income ETF (CGHM) stake by 5.1% in Q3 2026, selling an estimated $26.6K and leaving 19,653 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #344.

First Heartland Consultants first reported a position in CGHM in Q2 2025 and has held it in 6 quarters since. The position peaked at $535K in Q2 2026. 10 funds tracked by Wall St. Rank hold CGHM as of Q3 2026.

  • First Heartland Consultants held 19,653 shares of Capital Group Municipal High-Income ETF worth $473K as of Q3 2026.
  • First Heartland Consultants sold 1,052 Capital Group Municipal High-Income ETF shares in Q3 2026, an estimated $26.6K.
  • Capital Group Municipal High-Income ETF made up 0.03% of First Heartland Consultants's portfolio in Q3 2026, its #344 holding.
  • First Heartland Consultants first reported a position in Capital Group Municipal High-Income ETF in Q2 2025 and has held it in 6 quarters since.
  • First Heartland Consultants's Capital Group Municipal High-Income ETF position peaked at $535K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.