KMWM
CGHM

Keudell/Morrison Wealth Management’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Keudell/Morrison Wealth Management’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 		$5.38M Buy
208,098
+9,586
+5% +$246K 1.02% 21
2026
Q1 		$5.03M Sell
198,512
-21,397
-10% -$548K 1.03% 20
2025
Q4 		$5.6M Buy
+219,909
New +$5.61M 1.18% 18
2025
Q2 		$3.61M Buy
+146,741
New +$3.6M 0.8% 23

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

Keudell/Morrison Wealth Management's CGHM Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Capital Group Municipal High-Income ETF (CGHM) stake by 4.8% in Q2 2026, buying an estimated $246K and bringing the position to 208,098 shares worth $5.38M. The position accounts for 1.02% of the portfolio, ranked #21.

Keudell/Morrison Wealth Management first reported a position in CGHM in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.6M in Q4 2025. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • Keudell/Morrison Wealth Management held 208,098 shares of Capital Group Municipal High-Income ETF worth $5.38M as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 9,586 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $246K.
  • Capital Group Municipal High-Income ETF made up 1.02% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Keudell/Morrison Wealth Management first reported a position in Capital Group Municipal High-Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Keudell/Morrison Wealth Management's Capital Group Municipal High-Income ETF position peaked at $5.6M in Q4 2025.
  • 193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.