SFG
CGHM

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

Synergy 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 		– Sell
-10,373
Closed -$263K – 133
2026
Q1 		$263K Buy
+10,373
New +$266K 0.2% 97

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

Synergy Financial Group's CGHM Position: Q2 2026 in Review

Synergy Financial Group sold out of Capital Group Municipal High-Income ETF (CGHM) in Q2 2026, closing a stake of 10,373 shares — an estimated $263K sold.

Synergy Financial Group first reported a position in CGHM in Q1 2026 and held it in 1 quarter. The position peaked at $263K in Q1 2026. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • Synergy Financial Group reported no remaining Capital Group Municipal High-Income ETF position as of Q2 2026 after selling out during the quarter.
  • Synergy Financial Group sold 10,373 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $263K.
  • Synergy Financial Group first reported a position in Capital Group Municipal High-Income ETF in Q1 2026 and held it in 1 quarter.
  • Synergy Financial Group's Capital Group Municipal High-Income ETF position peaked at $263K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.