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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
Q3 		$401K Buy
16,679
+230
+1% +$5.81K 0.01% 1111
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

FC
Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WP
Walleye Partners Madison, Wisconsin $89M AUM 5.66% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Independent Financial Group's CGHM Position: Q3 2026 in Review

Independent Financial Group increased its Capital Group Municipal High-Income ETF (CGHM) stake by 1.4% in Q3 2026, buying an estimated $5.81K and bringing the position to 16,679 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #1111.

Independent Financial Group first reported a position in CGHM in Q4 2025 and has held it in 4 quarters since. The position peaked at $425K in Q2 2026. 16 funds tracked by Wall St. Rank hold CGHM as of Q3 2026.

  • Independent Financial Group held 16,679 shares of Capital Group Municipal High-Income ETF worth $401K as of Q3 2026.
  • Independent Financial Group bought 230 Capital Group Municipal High-Income ETF shares in Q3 2026, an estimated $5.81K.
  • Capital Group Municipal High-Income ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1111 holding.
  • Independent Financial Group first reported a position in Capital Group Municipal High-Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Independent Financial Group's Capital Group Municipal High-Income ETF position peaked at $425K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.