Key Financial Inc’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Key Financial Inc’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	$2.02K	Buy	+78	New	+$2K	﹤0.01%	1149

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

Key Financial Inc's CGHM Position: Q2 2026 in Review

Key Financial Inc opened a new position in Capital Group Municipal High-Income ETF (CGHM) in Q2 2026: 78 shares worth $2.02K. The stake represents ﹤0.01% of the portfolio and ranks #1149 among its holdings.

193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Key Financial Inc held 78 shares of Capital Group Municipal High-Income ETF worth $2.02K as of Q2 2026.
Capital Group Municipal High-Income ETF was a new Key Financial Inc position in Q2 2026.
Capital Group Municipal High-Income ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1149 holding.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.