Sigma Planning Corp
CGHM icon

Sigma Planning Corp’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Sigma Planning Corp’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 		$563K Buy
23,379
+1,265
+6% +$32K 0.01% 796
2026
Q2 		$572K Buy
22,114
+2,652
+14% +$68K 0.01% 850
2026
Q1 		$493K Buy
+19,462
New +$499K 0.01% 841

Other funds holding CGHM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Strata Wealth Advisors
Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Sigma Planning Corp's CGHM Position: Q3 2026 in Review

Sigma Planning Corp increased its Capital Group Municipal High-Income ETF (CGHM) stake by 5.7% in Q3 2026, buying an estimated $32K and bringing the position to 23,379 shares worth $563K. The position accounts for 0.01% of the portfolio, ranked #796.

Sigma Planning Corp first reported a position in CGHM in Q1 2026 and has held it in 3 quarters since. The position peaked at $572K in Q2 2026. 57 funds tracked by Wall St. Rank hold CGHM as of Q3 2026.

  • Sigma Planning Corp held 23,379 shares of Capital Group Municipal High-Income ETF worth $563K as of Q3 2026.
  • Sigma Planning Corp bought 1,265 Capital Group Municipal High-Income ETF shares in Q3 2026, an estimated $32K.
  • Capital Group Municipal High-Income ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #796 holding.
  • Sigma Planning Corp first reported a position in Capital Group Municipal High-Income ETF in Q1 2026 and has held it in 3 quarters since.
  • Sigma Planning Corp's Capital Group Municipal High-Income ETF position peaked at $572K in Q2 2026.
  • 57 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.