Koshinski Asset Management
CGHM

Koshinski Asset Management’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Koshinski Asset 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 		$8.29M Buy
320,876
+44,043
+16% +$1.13M 0.44% 50
2026
Q1 		$7.01M Buy
276,833
+32,786
+13% +$840K 0.44% 51
2025
Q4 		$6.22M Buy
244,047
+66,020
+37% +$1.68M 0.4% 48
2025
Q3 		$4.5M Buy
178,027
+133,128
+297% +$3.29M 0.3% 70
2025
Q2 		$1.11M Buy
44,899
+17,416
+63% +$428K 0.08% 232
2025
Q1 		$689K Buy
27,483
+14,273
+108% +$362K 0.06% 316
2024
Q4 		$334K Buy
+13,210
New +$338K 0.03% 461

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

Koshinski Asset Management's CGHM Position: Q2 2026 in Review

Koshinski Asset Management increased its Capital Group Municipal High-Income ETF (CGHM) stake by 16% in Q2 2026, buying an estimated $1.13M and bringing the position to 320,876 shares worth $8.29M. The position accounts for 0.44% of the portfolio, ranked #50.

Koshinski Asset Management first reported a position in CGHM in Q4 2024 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • Koshinski Asset Management held 320,876 shares of Capital Group Municipal High-Income ETF worth $8.29M as of Q2 2026.
  • Koshinski Asset Management bought 44,043 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $1.13M.
  • Capital Group Municipal High-Income ETF made up 0.44% of Koshinski Asset Management's portfolio in Q2 2026, its #50 holding.
  • Koshinski Asset Management first reported a position in Capital Group Municipal High-Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.