IFG
CGHM

Independent Financial Group’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Independent Financial Group’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 		$425K Buy
16,449
+389
+2% +$9.97K 0.01% 1062
2026
Q1 		$407K Buy
16,060
+5,330
+50% +$137K 0.01% 1028
2025
Q4 		$273K Buy
+10,730
New +$274K 0.01% 1196

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

Independent Financial Group's CGHM Position: Q2 2026 in Review

Independent Financial Group increased its Capital Group Municipal High-Income ETF (CGHM) stake by 2.4% in Q2 2026, buying an estimated $9.97K and bringing the position to 16,449 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #1062.

Independent Financial Group 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.

  • Independent Financial Group held 16,449 shares of Capital Group Municipal High-Income ETF worth $425K as of Q2 2026.
  • Independent Financial Group bought 389 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $9.97K.
  • Capital Group Municipal High-Income ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1062 holding.
  • Independent Financial Group 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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.