Integrated Wealth Concepts’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Integrated Wealth Concepts’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	$848K	Buy	32,796 +5,358	+20%	+$137K	0.01%	1319
2026 Q1	$695K	Buy	27,438 +5,438	+25%	+$139K	0.01%	1338
2025 Q4	$561K	Buy	22,000 +9,271	+73%	+$237K	0.01%	1037
2025 Q3	$322K	Buy	+12,729	New	+$315K	﹤0.01%	1588
2025 Q2	–	Sell	-81,652	Closed	-$2.05M	–	2021
2025 Q1	$2.05M	Buy	+81,652	New	+$2.07M	0.02%	571

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 22.9% 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

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 $59.5B AUM 15.92% 1-Year Est. Return

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

Integrated Wealth Concepts's CGHM Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Capital Group Municipal High-Income ETF (CGHM) stake by 20% in Q2 2026, buying an estimated $137K and bringing the position to 32,796 shares worth $848K. The position accounts for 0.01% of the portfolio, ranked #1319.

Integrated Wealth Concepts first reported a position in CGHM in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.05M in Q1 2025. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Integrated Wealth Concepts held 32,796 shares of Capital Group Municipal High-Income ETF worth $848K as of Q2 2026.
Integrated Wealth Concepts bought 5,358 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $137K.
Capital Group Municipal High-Income ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1319 holding.
Integrated Wealth Concepts first reported a position in Capital Group Municipal High-Income ETF in Q1 2025 and has held it in 5 quarters since.
Integrated Wealth Concepts's Capital Group Municipal High-Income ETF position peaked at $2.05M in Q1 2025.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.