IA
CGHM

IFP Advisors’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

IFP 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 		$913K Buy
35,324
+12,131
+52% +$311K 0.02% 776
2026
Q1 		$587K Buy
23,193
+12,409
+115% +$318K 0.01% 901
2025
Q4 		$275K Buy
10,784
+10,764
+53,820% +$275K 0.01% 1210
2025
Q3 		$506 Buy
+20
New +$495 ﹤0.01% 4171

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

IFP Advisors's CGHM Position: Q2 2026 in Review

IFP Advisors increased its Capital Group Municipal High-Income ETF (CGHM) stake by 52% in Q2 2026, buying an estimated $311K and bringing the position to 35,324 shares worth $913K. The position accounts for 0.02% of the portfolio, ranked #776.

IFP Advisors 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.

  • IFP Advisors held 35,324 shares of Capital Group Municipal High-Income ETF worth $913K as of Q2 2026.
  • IFP Advisors bought 12,131 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $311K.
  • Capital Group Municipal High-Income ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #776 holding.
  • IFP Advisors 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 IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.