Midwest Heritage Bank’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Midwest Heritage Bank’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	$600K	Buy	23,202 +216	+0.9%	+$5.54K	0.17%	30
2026 Q1	$582K	Sell	22,986 -4,088	-15%	-$105K	0.19%	30
2025 Q4	$690K	Buy	27,074 +12,283	+83%	+$313K	0.24%	28
2025 Q3	$374K	Buy	14,791 +3,702	+33%	+$91.6K	0.13%	42
2025 Q2	$273K	Buy	11,089 +25	+0.2%	+$614	0.1%	48
2025 Q1	$277K	Buy	11,064 +25	+0.2%	+$634	0.11%	44
2024 Q4	$279K	Buy	+11,039	New	+$283K	0.13%	47

Other funds holding CGHM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

JDLA

J. Derek Lewis & Associates Newport Beach, California $529M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Midwest Heritage Bank's CGHM Position: Q2 2026 in Review

Midwest Heritage Bank increased its Capital Group Municipal High-Income ETF (CGHM) stake by 0.94% in Q2 2026, buying an estimated $5.54K and bringing the position to 23,202 shares worth $600K. The position accounts for 0.17% of the portfolio, ranked #30.

Midwest Heritage Bank first reported a position in CGHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $690K in Q4 2025. 104 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Midwest Heritage Bank held 23,202 shares of Capital Group Municipal High-Income ETF worth $600K as of Q2 2026.
Midwest Heritage Bank bought 216 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $5.54K.
Capital Group Municipal High-Income ETF made up 0.17% of Midwest Heritage Bank's portfolio in Q2 2026, its #30 holding.
Midwest Heritage Bank first reported a position in Capital Group Municipal High-Income ETF in Q4 2024 and has held it in 7 quarters since.
Midwest Heritage Bank's Capital Group Municipal High-Income ETF position peaked at $690K in Q4 2025.
104 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.