SF
CGHM

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

Summit Financial’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
Q1 		$451K Buy
17,804
+2,604
+17% +$66.7K 0.01% 1034
2025
Q4 		$387K Buy
15,200
+225
+2% +$5.74K 0.01% 972
2025
Q3 		$379K Buy
+14,975
New +$370K 0.01% 977

Other funds holding CGHM

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summit Financial's CGHM Position: Q1 2026 in Review

Summit Financial increased its Capital Group Municipal High-Income ETF (CGHM) stake by 17% in Q1 2026, buying an estimated $66.7K and bringing the position to 17,804 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #1034.

Summit Financial first reported a position in CGHM in Q3 2025 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold CGHM as of Q1 2026.

  • Summit Financial held 17,804 shares of Capital Group Municipal High-Income ETF worth $451K as of Q1 2026.
  • Summit Financial bought 2,604 Capital Group Municipal High-Income ETF shares in Q1 2026, an estimated $66.7K.
  • Capital Group Municipal High-Income ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1034 holding.
  • Summit Financial first reported a position in Capital Group Municipal High-Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.