RFP Financial Group’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

RFP Financial 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 Q3	$1.08M	Sell	45,007 -30,323	-40%	-$767K	0.52%	28
2026 Q2	$1.95M	Sell	75,330 -9,276	-11%	-$238K	0.87%	21
2026 Q1	$2.14M	Buy	84,606 +985	+1%	+$25.2K	1.16%	15
2025 Q4	$2.13M	Buy	83,621 +14,645	+21%	+$374K	1.02%	12
2025 Q3	$1.74M	Buy	+68,976	New	+$1.71M	0.71%	27

Other funds holding CGHM

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RFP Financial Group's CGHM Position: Q3 2026 in Review

RFP Financial Group reduced its Capital Group Municipal High-Income ETF (CGHM) stake by 40% in Q3 2026, selling an estimated $767K and leaving 45,007 shares worth $1.08M. The position accounts for 0.52% of the portfolio, ranked #28.

RFP Financial Group first reported a position in CGHM in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.14M in Q1 2026. 185 funds tracked by Wall St. Rank hold CGHM as of Q3 2026.

RFP Financial Group held 45,007 shares of Capital Group Municipal High-Income ETF worth $1.08M as of Q3 2026.
RFP Financial Group sold 30,323 Capital Group Municipal High-Income ETF shares in Q3 2026, an estimated $767K.
Capital Group Municipal High-Income ETF made up 0.52% of RFP Financial Group's portfolio in Q3 2026, its #28 holding.
RFP Financial Group first reported a position in Capital Group Municipal High-Income ETF in Q3 2025 and has held it in 5 quarters since.
RFP Financial Group's Capital Group Municipal High-Income ETF position peaked at $2.14M in Q1 2026.
185 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q3 2026.

Based on RFP Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.