Insigneo Advisory Services’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Insigneo Advisory Services’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	$219K	Sell	8,473 -1,650	-16%	-$42.3K	0.01%	750
2026 Q1	$256K	Hold	10,123	–	–	0.02%	555
2025 Q4	$258K	Hold	10,123	–	–	0.02%	559
2025 Q3	$256K	Hold	10,123	–	–	0.02%	556
2025 Q2	$249K	Hold	10,123	–	–	0.02%	506
2025 Q1	$254K	Hold	10,123	–	–	0.03%	457
2024 Q4	$256K	Buy	+10,123	New	+$259K	0.03%	457

Other funds holding CGHM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Insigneo Advisory Services's CGHM Position: Q2 2026 in Review

Insigneo Advisory Services reduced its Capital Group Municipal High-Income ETF (CGHM) stake by 16% in Q2 2026, selling an estimated $42.3K and leaving 8,473 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #750.

Insigneo Advisory Services first reported a position in CGHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $258K in Q4 2025. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Insigneo Advisory Services held 8,473 shares of Capital Group Municipal High-Income ETF worth $219K as of Q2 2026.
Insigneo Advisory Services sold 1,650 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $42.3K.
Capital Group Municipal High-Income ETF made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #750 holding.
Insigneo Advisory Services first reported a position in Capital Group Municipal High-Income ETF in Q4 2024 and has held it in 7 quarters since.
Insigneo Advisory Services's Capital Group Municipal High-Income ETF position peaked at $258K in Q4 2025.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.