Kestra Advisory Services
CGHM icon

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

Kestra 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
Q3 		$15.8M Buy
657,365
+151,873
+30% +$3.84M 0.05% 416
2026
Q2 		$13.1M Buy
505,492
+66,571
+15% +$1.71M 0.04% 437
2026
Q1 		$11.1M Buy
438,921
+367,340
+513% +$9.41M 0.04% 432
2025
Q4 		$1.82M Buy
71,581
+41,754
+140% +$1.07M 0.01% 1276
2025
Q3 		$754K Buy
29,827
+12,626
+73% +$312K ﹤0.01% 1781
2025
Q2 		$424K Buy
17,201
+6,659
+63% +$164K ﹤0.01% 2087
2025
Q1 		$264K Buy
+10,542
New +$268K ﹤0.01% 2263

Other funds holding CGHM

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Strata Wealth Advisors
Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Kestra Advisory Services's CGHM Position: Q3 2026 in Review

Kestra Advisory Services increased its Capital Group Municipal High-Income ETF (CGHM) stake by 30% in Q3 2026, buying an estimated $3.84M and bringing the position to 657,365 shares worth $15.8M. The position accounts for 0.05% of the portfolio, ranked #416.

Kestra Advisory Services first reported a position in CGHM in Q1 2025 and has held it in 7 quarters since. 99 funds tracked by Wall St. Rank hold CGHM as of Q3 2026.

  • Kestra Advisory Services held 657,365 shares of Capital Group Municipal High-Income ETF worth $15.8M as of Q3 2026.
  • Kestra Advisory Services bought 151,873 Capital Group Municipal High-Income ETF shares in Q3 2026, an estimated $3.84M.
  • Capital Group Municipal High-Income ETF made up 0.05% of Kestra Advisory Services's portfolio in Q3 2026, its #416 holding.
  • Kestra Advisory Services first reported a position in Capital Group Municipal High-Income ETF in Q1 2025 and has held it in 7 quarters since.
  • 99 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.