SCFS
CGHM

Stewardship Concepts Financial Services’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Stewardship Concepts Financial Services’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 		$505K Hold
19,531
– – 0.34% 41
2026
Q1 		$495K Buy
+19,531
New +$501K 0.39% 39

Other funds holding CGHM

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stewardship Concepts Financial Services's CGHM Position: Q2 2026 in Review

Stewardship Concepts Financial Services held its Capital Group Municipal High-Income ETF (CGHM) position steady in Q2 2026 at 19,531 shares worth $505K. The position accounts for 0.34% of the portfolio, ranked #41.

Stewardship Concepts Financial Services first reported a position in CGHM in Q1 2026 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • Stewardship Concepts Financial Services held 19,531 shares of Capital Group Municipal High-Income ETF worth $505K as of Q2 2026.
  • Stewardship Concepts Financial Services left its Capital Group Municipal High-Income ETF share count unchanged in Q2 2026.
  • Capital Group Municipal High-Income ETF made up 0.34% of Stewardship Concepts Financial Services's portfolio in Q2 2026, its #41 holding.
  • Stewardship Concepts Financial Services first reported a position in Capital Group Municipal High-Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 194 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Stewardship Concepts Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.