HBW Advisory Services’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

HBW Advisory Services’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	$478K	Buy	18,485 +3,935	+27%	+$101K	0.04%	315
2026 Q1	$368K	Buy	14,550 +3,514	+32%	+$90.1K	0.04%	328
2025 Q4	$281K	Buy	+11,036	New	+$282K	0.03%	363

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

HBW Advisory Services's CGHM Position: Q2 2026 in Review

HBW Advisory Services increased its Capital Group Municipal High-Income ETF (CGHM) stake by 27% in Q2 2026, buying an estimated $101K and bringing the position to 18,485 shares worth $478K. The position accounts for 0.04% of the portfolio, ranked #315.

HBW Advisory Services first reported a position in CGHM in Q4 2025 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

HBW Advisory Services held 18,485 shares of Capital Group Municipal High-Income ETF worth $478K as of Q2 2026.
HBW Advisory Services bought 3,935 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $101K.
Capital Group Municipal High-Income ETF made up 0.04% of HBW Advisory Services's portfolio in Q2 2026, its #315 holding.
HBW Advisory Services first reported a position in Capital Group Municipal High-Income ETF in Q4 2025 and has held it in 3 quarters since.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.