PAG
CGHM

Private Advisor Group’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Private Advisor Group’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 		$1.31M Sell
51,915
-1,731
-3% -$44.4K 0.01% 1259
2025
Q4 		$1.37M Buy
53,646
+20,498
+62% +$523K 0.01% 1228
2025
Q3 		$838K Buy
+33,148
New +$820K ﹤0.01% 1468

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 $38.8B AUM 21.88% 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 $49B AUM 17.78% 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 $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Advisor Group's CGHM Position: Q1 2026 in Review

Private Advisor Group reduced its Capital Group Municipal High-Income ETF (CGHM) stake by 3.2% in Q1 2026, selling an estimated $44.4K and leaving 51,915 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #1259.

Private Advisor Group first reported a position in CGHM in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.37M in Q4 2025. 165 funds tracked by Wall St. Rank hold CGHM as of Q1 2026.

  • Private Advisor Group held 51,915 shares of Capital Group Municipal High-Income ETF worth $1.31M as of Q1 2026.
  • Private Advisor Group sold 1,731 Capital Group Municipal High-Income ETF shares in Q1 2026, an estimated $44.4K.
  • Capital Group Municipal High-Income ETF made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1259 holding.
  • Private Advisor Group first reported a position in Capital Group Municipal High-Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Private Advisor Group's Capital Group Municipal High-Income ETF position peaked at $1.37M in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.