LWM
CGHM

LongView Wealth Management’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

LongView 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 		$284K Sell
11,001
-29,981
-73% -$769K 0.07% 182
2026
Q1 		$1.05M Sell
40,982
-8,282
-17% -$212K 0.26% 84
2025
Q4 		$1.26M Buy
49,264
+22
+0% +$561 0.3% 72
2025
Q3 		$1.25M Buy
49,242
+12,740
+35% +$315K 0.34% 66
2025
Q2 		$899K Buy
+36,502
New +$897K 0.27% 80

Other funds holding CGHM

AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
CTA
Clear Trail Advisors Houston, Texas $655M AUM

LongView Wealth Management's CGHM Position: Q2 2026 in Review

LongView Wealth Management reduced its Capital Group Municipal High-Income ETF (CGHM) stake by 73% in Q2 2026, selling an estimated $769K and leaving 11,001 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #182.

LongView Wealth Management first reported a position in CGHM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.26M in Q4 2025. 54 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • LongView Wealth Management held 11,001 shares of Capital Group Municipal High-Income ETF worth $284K as of Q2 2026.
  • LongView Wealth Management sold 29,981 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $769K.
  • Capital Group Municipal High-Income ETF made up 0.07% of LongView Wealth Management's portfolio in Q2 2026, its #182 holding.
  • LongView Wealth Management first reported a position in Capital Group Municipal High-Income ETF in Q2 2025 and has held it in 5 quarters since.
  • LongView Wealth Management's Capital Group Municipal High-Income ETF position peaked at $1.26M in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.