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Great Valley Advisor Group’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Great Valley Advisor Group’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 		$6.01M Buy
232,676
+67,545
+41% +$1.73M 0.1% 192
2026
Q1 		$4.18M Buy
+165,131
New +$4.23M 0.08% 232

Other funds holding CGHM

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Great Valley Advisor Group's CGHM Position: Q2 2026 in Review

Great Valley Advisor Group increased its Capital Group Municipal High-Income ETF (CGHM) stake by 41% in Q2 2026, buying an estimated $1.73M and bringing the position to 232,676 shares worth $6.01M. The position accounts for 0.1% of the portfolio, ranked #192.

Great Valley Advisor Group first reported a position in CGHM in Q1 2026 and has held it in 2 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • Great Valley Advisor Group held 232,676 shares of Capital Group Municipal High-Income ETF worth $6.01M as of Q2 2026.
  • Great Valley Advisor Group bought 67,545 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $1.73M.
  • Capital Group Municipal High-Income ETF made up 0.1% of Great Valley Advisor Group's portfolio in Q2 2026, its #192 holding.
  • Great Valley Advisor Group first reported a position in Capital Group Municipal High-Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.