Gateway Wealth Partners’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Gateway Wealth Partners’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	$2.26M	Sell	87,436 -19,294	-18%	-$495K	0.14%	180
2026 Q1	$2.7M	Buy	106,730 +71,709	+205%	+$1.84M	0.11%	208
2025 Q4	$892K	Buy	35,021 +8,930	+34%	+$228K	0.1%	199
2025 Q3	$660K	Buy	+26,091	New	+$645K	0.09%	212

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

Gateway Wealth Partners's CGHM Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Capital Group Municipal High-Income ETF (CGHM) stake by 18% in Q2 2026, selling an estimated $495K and leaving 87,436 shares worth $2.26M. The position accounts for 0.14% of the portfolio, ranked #180.

Gateway Wealth Partners first reported a position in CGHM in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.7M in Q1 2026. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Gateway Wealth Partners held 87,436 shares of Capital Group Municipal High-Income ETF worth $2.26M as of Q2 2026.
Gateway Wealth Partners sold 19,294 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $495K.
Capital Group Municipal High-Income ETF made up 0.14% of Gateway Wealth Partners's portfolio in Q2 2026, its #180 holding.
Gateway Wealth Partners first reported a position in Capital Group Municipal High-Income ETF in Q3 2025 and has held it in 4 quarters since.
Gateway Wealth Partners's Capital Group Municipal High-Income ETF position peaked at $2.7M in Q1 2026.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.