Steward Partners Investment Advisory’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Steward Partners Investment Advisory’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	$10.6M	Buy	409,155 +12,571	+3%	+$322K	0.05%	334
2026 Q1	$10M	Buy	396,584 +37,887	+11%	+$971K	0.05%	327
2025 Q4	$9.14M	Buy	358,697 +31,419	+10%	+$802K	0.05%	317
2025 Q3	$8.28M	Buy	327,278 +285,973	+692%	+$7.07M	0.05%	332
2025 Q2	$1.02M	Buy	41,305 +16,824	+69%	+$413K	0.01%	991
2025 Q1	$614K	Buy	+24,481	New	+$621K	0.01%	1129

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 22.9% 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

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

Steward Partners Investment Advisory's CGHM Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Capital Group Municipal High-Income ETF (CGHM) stake by 3.2% in Q2 2026, buying an estimated $322K and bringing the position to 409,155 shares worth $10.6M. The position accounts for 0.05% of the portfolio, ranked #334.

Steward Partners Investment Advisory first reported a position in CGHM in Q1 2025 and has held it in 6 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Steward Partners Investment Advisory held 409,155 shares of Capital Group Municipal High-Income ETF worth $10.6M as of Q2 2026.
Steward Partners Investment Advisory bought 12,571 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $322K.
Capital Group Municipal High-Income ETF made up 0.05% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #334 holding.
Steward Partners Investment Advisory first reported a position in Capital Group Municipal High-Income ETF in Q1 2025 and has held it in 6 quarters since.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.