Perspective Wealth Advisors’s Capital Group High Yield Bond ETF CGHY Stock Holding History

Perspective Wealth Advisors’s Portfolio CGHY Stock Details CGHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$356K	Buy	+14,065	New	+$357K	0.2%	60

Other funds holding CGHY

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

JDLA

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

CFG

Compton Financial Group Towson, Maryland $519M AUM 14.76% 1-Year Est. Return

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

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

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

Perspective Wealth Advisors's CGHY Position: Q2 2026 in Review

Perspective Wealth Advisors opened a new position in Capital Group High Yield Bond ETF (CGHY) in Q2 2026: 14,065 shares worth $356K. The stake represents 0.2% of the portfolio and ranks #60 among its holdings.

41 funds tracked by Wall St. Rank hold CGHY as of Q2 2026.

Perspective Wealth Advisors held 14,065 shares of Capital Group High Yield Bond ETF worth $356K as of Q2 2026.
Capital Group High Yield Bond ETF was a new Perspective Wealth Advisors position in Q2 2026.
Capital Group High Yield Bond ETF made up 0.2% of Perspective Wealth Advisors's portfolio in Q2 2026, its #60 holding.
41 funds tracked by Wall St. Rank held Capital Group High Yield Bond ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.