Halbert Hargrove Global Advisors’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Halbert Hargrove Global Advisors’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	–	Sell	-421	Closed	-$10.7K	–	749
2026 Q1	$10.7K	Hold	421	–	–	﹤0.01%	285
2025 Q4	$10.7K	Hold	421	–	–	﹤0.01%	287
2025 Q3	$10.6K	Buy	+421	New	+$10.4K	﹤0.01%	326

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

Halbert Hargrove Global Advisors's CGHM Position: Q2 2026 in Review

Halbert Hargrove Global Advisors sold out of Capital Group Municipal High-Income ETF (CGHM) in Q2 2026, closing a stake of 421 shares — an estimated $10.7K sold.

Halbert Hargrove Global Advisors first reported a position in CGHM in Q3 2025 and held it in 3 quarters. The position peaked at $10.7K in Q4 2025. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Halbert Hargrove Global Advisors reported no remaining Capital Group Municipal High-Income ETF position as of Q2 2026 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 421 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $10.7K.
Halbert Hargrove Global Advisors first reported a position in Capital Group Municipal High-Income ETF in Q3 2025 and held it in 3 quarters.
Halbert Hargrove Global Advisors's Capital Group Municipal High-Income ETF position peaked at $10.7K in Q4 2025.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.