SW
CGHM

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

Simplicity Wealth’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 		$2.22M Sell
85,807
-508
-0.6% -$13K 0.07% 253
2026
Q1 		$2.19M Buy
86,315
+8,890
+11% +$228K 0.12% 168
2025
Q4 		$1.97M Sell
77,425
-2,580
-3% -$65.8K 0.12% 179
2025
Q3 		$2.02M Buy
+80,005
New +$1.98M 0.12% 188

Other funds holding CGHM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Simplicity Wealth's CGHM Position: Q2 2026 in Review

Simplicity Wealth reduced its Capital Group Municipal High-Income ETF (CGHM) stake by 0.59% in Q2 2026, selling an estimated $13K and leaving 85,807 shares worth $2.22M. The position accounts for 0.07% of the portfolio, ranked #253.

Simplicity Wealth first reported a position in CGHM in Q3 2025 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • Simplicity Wealth held 85,807 shares of Capital Group Municipal High-Income ETF worth $2.22M as of Q2 2026.
  • Simplicity Wealth sold 508 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $13K.
  • Capital Group Municipal High-Income ETF made up 0.07% of Simplicity Wealth's portfolio in Q2 2026, its #253 holding.
  • Simplicity Wealth first reported a position in Capital Group Municipal High-Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 124 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.