PIA
CGHM

Perennial Investment Advisors’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Perennial Investment Advisors’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
Q1 		$1.51M Buy
59,440
+5,463
+10% +$140K 0.12% 143
2025
Q4 		$1.38M Buy
53,977
+8,250
+18% +$211K 0.11% 158
2025
Q3 		$1.16M Buy
45,727
+2,891
+7% +$71.5K 0.1% 170
2025
Q2 		$1.06M Buy
42,836
+34,370
+406% +$844K 0.1% 174
2025
Q1 		$212K Buy
+8,466
New +$215K 0.02% 397

Other funds holding CGHM

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $9.02B AUM 20.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Perennial Investment Advisors's CGHM Position: Q1 2026 in Review

Perennial Investment Advisors increased its Capital Group Municipal High-Income ETF (CGHM) stake by 10% in Q1 2026, buying an estimated $140K and bringing the position to 59,440 shares worth $1.51M. The position accounts for 0.12% of the portfolio, ranked #143.

Perennial Investment Advisors first reported a position in CGHM in Q1 2025 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold CGHM as of Q1 2026.

  • Perennial Investment Advisors held 59,440 shares of Capital Group Municipal High-Income ETF worth $1.51M as of Q1 2026.
  • Perennial Investment Advisors bought 5,463 Capital Group Municipal High-Income ETF shares in Q1 2026, an estimated $140K.
  • Capital Group Municipal High-Income ETF made up 0.12% of Perennial Investment Advisors's portfolio in Q1 2026, its #143 holding.
  • Perennial Investment Advisors first reported a position in Capital Group Municipal High-Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 165 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.