BFC Planning, Inc.’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

BFC Planning, Inc.’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	$87.9K	Buy	3,400 +400	+13%	+$10.3K	﹤0.01%	1289
2026 Q1	$76K	Hold	3,000	–	–	﹤0.01%	1193
2025 Q4	$76.4K	Hold	3,000	–	–	﹤0.01%	1200
2025 Q3	$75.9K	Hold	3,000	–	–	0.01%	1026
2025 Q2	$73.9K	Buy	3,000 +1,000	+50%	+$24.6K	0.01%	991
2025 Q1	$50.1K	Hold	2,000	–	–	﹤0.01%	1103
2024 Q4	$50.6K	Buy	+2,000	New	+$51.2K	﹤0.01%	1102

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 22.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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 $59.5B AUM 15.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFC Planning, Inc.'s CGHM Position: Q2 2026 in Review

BFC Planning, Inc. increased its Capital Group Municipal High-Income ETF (CGHM) stake by 13% in Q2 2026, buying an estimated $10.3K and bringing the position to 3,400 shares worth $87.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

BFC Planning, Inc. first reported a position in CGHM in Q4 2024 and has held it in 7 quarters since. 194 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

BFC Planning, Inc. held 3,400 shares of Capital Group Municipal High-Income ETF worth $87.9K as of Q2 2026.
BFC Planning, Inc. bought 400 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $10.3K.
Capital Group Municipal High-Income ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1289 holding.
BFC Planning, Inc. first reported a position in Capital Group Municipal High-Income ETF in Q4 2024 and has held it in 7 quarters since.
194 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.