HWMO
CGHM

Heritage Wealth Management (Ohio)’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Heritage Wealth Management (Ohio)’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 		$1.34M Buy
51,982
+10,140
+24% +$260K 0.34% 75
2026
Q1 		$1.06M Buy
41,842
+9,421
+29% +$241K 0.52% 56
2025
Q4 		$826K Buy
32,421
+17,291
+114% +$441K 0.23% 107
2025
Q3 		$383K Buy
+15,130
New +$374K 0.11% 169

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 22.96% 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

Heritage Wealth Management (Ohio)'s CGHM Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) increased its Capital Group Municipal High-Income ETF (CGHM) stake by 24% in Q2 2026, buying an estimated $260K and bringing the position to 51,982 shares worth $1.34M. The position accounts for 0.34% of the portfolio, ranked #75.

Heritage Wealth Management (Ohio) first reported a position in CGHM in Q3 2025 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 51,982 shares of Capital Group Municipal High-Income ETF worth $1.34M as of Q2 2026.
  • Heritage Wealth Management (Ohio) bought 10,140 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $260K.
  • Capital Group Municipal High-Income ETF made up 0.34% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #75 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Capital Group Municipal High-Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.