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
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 $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s CGHM Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) increased its Capital Group Municipal High-Income ETF (CGHM) stake by 29% in Q1 2026, buying an estimated $241K and bringing the position to 41,842 shares worth $1.06M. The position accounts for 0.52% of the portfolio, ranked #56.

Heritage Wealth Management (Ohio) first reported a position in CGHM in Q3 2025 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold CGHM as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 41,842 shares of Capital Group Municipal High-Income ETF worth $1.06M as of Q1 2026.
  • Heritage Wealth Management (Ohio) bought 9,421 Capital Group Municipal High-Income ETF shares in Q1 2026, an estimated $241K.
  • Capital Group Municipal High-Income ETF made up 0.52% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #56 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Capital Group Municipal High-Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.