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

Silver Grove 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 Q2	$240K	Buy	9,300 +412	+5%	+$10.6K	0.13%	129
2026 Q1	$225K	Buy	8,888 +205	+2%	+$5.25K	0.18%	106
2025 Q4	$221K	Sell	8,683 -291	-3%	-$7.43K	0.19%	96
2025 Q3	$227K	Buy	+8,974	New	+$222K	0.22%	102

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

Silver Grove Financial Group's CGHM Position: Q2 2026 in Review

Silver Grove Financial Group increased its Capital Group Municipal High-Income ETF (CGHM) stake by 4.6% in Q2 2026, buying an estimated $10.6K and bringing the position to 9,300 shares worth $240K. The position accounts for 0.13% of the portfolio, ranked #129.

Silver Grove Financial Group first reported a position in CGHM in Q3 2025 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Silver Grove Financial Group held 9,300 shares of Capital Group Municipal High-Income ETF worth $240K as of Q2 2026.
Silver Grove Financial Group bought 412 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $10.6K.
Capital Group Municipal High-Income ETF made up 0.13% of Silver Grove Financial Group's portfolio in Q2 2026, its #129 holding.
Silver Grove Financial Group first reported a position in Capital Group Municipal High-Income ETF in Q3 2025 and has held it in 4 quarters since.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.