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
Q1 		$263K Buy
+10,373
New +$266K 0.2% 97

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

Synergy Financial Group's CGHM Position: Q1 2026 in Review

Synergy Financial Group opened a new position in Capital Group Municipal High-Income ETF (CGHM) in Q1 2026: 10,373 shares worth $263K. The stake represents 0.2% of the portfolio and ranks #97 among its holdings.

165 funds tracked by Wall St. Rank hold CGHM as of Q1 2026.

  • Synergy Financial Group held 10,373 shares of Capital Group Municipal High-Income ETF worth $263K as of Q1 2026.
  • Capital Group Municipal High-Income ETF was a new Synergy Financial Group position in Q1 2026.
  • Capital Group Municipal High-Income ETF made up 0.2% of Synergy Financial Group's portfolio in Q1 2026, its #97 holding.
  • 165 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q1 2026.

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