MFG
CGHM

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

Merit Financial Group’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 		$311K Buy
12,036
+569
+5% +$14.6K ﹤0.01% 1790
2026
Q1 		$290K Buy
11,467
+1,311
+13% +$33.6K ﹤0.01% 1678
2025
Q4 		$259K Buy
10,156
+1,171
+13% +$29.9K ﹤0.01% 1650
2025
Q3 		$227K Buy
+8,985
New +$222K ﹤0.01% 1593

Other funds holding CGHM

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
CIM
Capital Investment Management Lees Summit, Missouri $326M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Merit Financial Group's CGHM Position: Q2 2026 in Review

Merit Financial Group increased its Capital Group Municipal High-Income ETF (CGHM) stake by 5% in Q2 2026, buying an estimated $14.6K and bringing the position to 12,036 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1790.

Merit Financial Group first reported a position in CGHM in Q3 2025 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • Merit Financial Group held 12,036 shares of Capital Group Municipal High-Income ETF worth $311K as of Q2 2026.
  • Merit Financial Group bought 569 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $14.6K.
  • Capital Group Municipal High-Income ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1790 holding.
  • Merit Financial Group first reported a position in Capital Group Municipal High-Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 35 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.