Kings Path Partners
CGHM icon

Kings Path Partners’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Kings Path Partners’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 		$17.3K Sell
717
-66
-8% -$1.67K ﹤0.01% 230
2026
Q2 		$20.2K Buy
+783
New +$20.1K 0.01% 216

Other funds holding CGHM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Strata Wealth Advisors
Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Kings Path Partners's CGHM Position: Q3 2026 in Review

Kings Path Partners reduced its Capital Group Municipal High-Income ETF (CGHM) stake by 8.4% in Q3 2026, selling an estimated $1.67K and leaving 717 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Kings Path Partners first reported a position in CGHM in Q2 2026 and has held it in 2 quarters since. The position peaked at $20.2K in Q2 2026. 57 funds tracked by Wall St. Rank hold CGHM as of Q3 2026.

  • Kings Path Partners held 717 shares of Capital Group Municipal High-Income ETF worth $17.3K as of Q3 2026.
  • Kings Path Partners sold 66 Capital Group Municipal High-Income ETF shares in Q3 2026, an estimated $1.67K.
  • Capital Group Municipal High-Income ETF made up ﹤0.01% of Kings Path Partners's portfolio in Q3 2026, its #230 holding.
  • Kings Path Partners first reported a position in Capital Group Municipal High-Income ETF in Q2 2026 and has held it in 2 quarters since.
  • Kings Path Partners's Capital Group Municipal High-Income ETF position peaked at $20.2K in Q2 2026.
  • 57 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.