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

Mission 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	$456K	Buy	17,631 +3,707	+27%	+$95K	0.01%	712
2026 Q1	$353K	Buy	13,924 +1,314	+10%	+$33.7K	0.01%	576
2025 Q4	$321K	Buy	+12,610	New	+$322K	0.01%	597

Other funds holding CGHM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Mission Wealth Management increased its Capital Group Municipal High-Income ETF (CGHM) stake by 27% in Q2 2026, buying an estimated $95K and bringing the position to 17,631 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #712.

Mission Wealth Management first reported a position in CGHM in Q4 2025 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Mission Wealth Management held 17,631 shares of Capital Group Municipal High-Income ETF worth $456K as of Q2 2026.
Mission Wealth Management bought 3,707 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $95K.
Capital Group Municipal High-Income ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #712 holding.
Mission Wealth Management first reported a position in Capital Group Municipal High-Income ETF in Q4 2025 and has held it in 3 quarters since.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.