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

Prentice 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	$6.92M	Buy	267,660 +60,217	+29%	+$1.54M	1.43%	16
2026 Q1	$5.25M	Buy	207,443 +35,973	+21%	+$922K	1.19%	18
2025 Q4	$4.37M	Buy	171,470 +94,719	+123%	+$2.42M	1%	18
2025 Q3	$1.94M	Buy	76,751 +60,065	+360%	+$1.49M	0.48%	28
2025 Q2	$411K	Buy	+16,686	New	+$410K	0.11%	87

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

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

Prentice Wealth Management increased its Capital Group Municipal High-Income ETF (CGHM) stake by 29% in Q2 2026, buying an estimated $1.54M and bringing the position to 267,660 shares worth $6.92M. The position accounts for 1.43% of the portfolio, ranked #16.

Prentice Wealth Management first reported a position in CGHM in Q2 2025 and has held it in 5 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Prentice Wealth Management held 267,660 shares of Capital Group Municipal High-Income ETF worth $6.92M as of Q2 2026.
Prentice Wealth Management bought 60,217 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $1.54M.
Capital Group Municipal High-Income ETF made up 1.43% of Prentice Wealth Management's portfolio in Q2 2026, its #16 holding.
Prentice Wealth Management first reported a position in Capital Group Municipal High-Income ETF in Q2 2025 and has held it in 5 quarters since.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Prentice Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.