Mosaic Family Wealth Partners’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Mosaic Family Wealth Partners’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	$4.13M	Buy	159,791 +99,406	+165%	+$2.55M	0.28%	56
2026 Q1	$1.53M	Buy	60,385 +18,006	+42%	+$461K	0.16%	83
2025 Q4	$1.08M	Buy	+42,379	New	+$1.08M	0.12%	93

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

Mosaic Family Wealth Partners's CGHM Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Capital Group Municipal High-Income ETF (CGHM) stake by 165% in Q2 2026, buying an estimated $2.55M and bringing the position to 159,791 shares worth $4.13M. The position accounts for 0.28% of the portfolio, ranked #56.

Mosaic Family Wealth Partners 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.

Mosaic Family Wealth Partners held 159,791 shares of Capital Group Municipal High-Income ETF worth $4.13M as of Q2 2026.
Mosaic Family Wealth Partners bought 99,406 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $2.55M.
Capital Group Municipal High-Income ETF made up 0.28% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #56 holding.
Mosaic Family Wealth Partners 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 Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.