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 Q3	$265K	Buy	11,022 +21	+0.2%	+$531	0.06%	202
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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return

LongView Wealth Management's CGHM Position: Q3 2026 in Review

LongView Wealth Management increased its Capital Group Municipal High-Income ETF (CGHM) stake by 0.19% in Q3 2026, buying an estimated $531 and bringing the position to 11,022 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #202.

LongView Wealth Management first reported a position in CGHM in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.26M in Q4 2025. 98 funds tracked by Wall St. Rank hold CGHM as of Q3 2026.

LongView Wealth Management held 11,022 shares of Capital Group Municipal High-Income ETF worth $265K as of Q3 2026.
LongView Wealth Management bought 21 Capital Group Municipal High-Income ETF shares in Q3 2026, an estimated $531.
Capital Group Municipal High-Income ETF made up 0.06% of LongView Wealth Management's portfolio in Q3 2026, its #202 holding.
LongView Wealth Management first reported a position in Capital Group Municipal High-Income ETF in Q2 2025 and has held it in 6 quarters since.
LongView Wealth Management's Capital Group Municipal High-Income ETF position peaked at $1.26M in Q4 2025.
98 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.