LPL Financial
CGHM

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

LPL Financial’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 		$156M Buy
6,046,346
+1,366,738
+29% +$35M 0.04% 477
2026
Q1 		$118M Buy
4,679,608
+1,702,709
+57% +$43.6M 0.03% 515
2025
Q4 		$75.9M Buy
2,976,899
+1,027,974
+53% +$26.2M 0.02% 672
2025
Q3 		$49.3M Buy
1,948,925
+1,485,306
+320% +$36.7M 0.01% 852
2025
Q2 		$11.4M Buy
463,619
+261,912
+130% +$6.43M ﹤0.01% 1624
2025
Q1 		$5.05M Buy
+201,707
New +$5.12M ﹤0.01% 2139

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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial's CGHM Position: Q2 2026 in Review

LPL Financial increased its Capital Group Municipal High-Income ETF (CGHM) stake by 29% in Q2 2026, buying an estimated $35M and bringing the position to 6,046,346 shares worth $156M. The position accounts for 0.04% of the portfolio, ranked #477.

LPL Financial first reported a position in CGHM in Q1 2025 and has held it in 6 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • LPL Financial held 6,046,346 shares of Capital Group Municipal High-Income ETF worth $156M as of Q2 2026.
  • LPL Financial bought 1,366,738 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $35M.
  • Capital Group Municipal High-Income ETF made up 0.04% of LPL Financial's portfolio in Q2 2026, its #477 holding.
  • LPL Financial first reported a position in Capital Group Municipal High-Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.