HB Wealth Management’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

HB Wealth Management’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	$990K	Buy	+38,300	New	+$982K	0.01%	747

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

HB Wealth Management's CGHM Position: Q2 2026 in Review

HB Wealth Management opened a new position in Capital Group Municipal High-Income ETF (CGHM) in Q2 2026: 38,300 shares worth $990K. The stake represents 0.01% of the portfolio and ranks #747 among its holdings.

193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

HB Wealth Management held 38,300 shares of Capital Group Municipal High-Income ETF worth $990K as of Q2 2026.
Capital Group Municipal High-Income ETF was a new HB Wealth Management position in Q2 2026.
Capital Group Municipal High-Income ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #747 holding.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.