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

Synergy Investment Management’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	$252K	Hold	9,750	–	–	0.06%	148
2026 Q1	$247K	Hold	9,750	–	–	0.08%	121
2025 Q4	$248K	Hold	9,750	–	–	0.09%	116
2025 Q3	$247K	Buy	+9,750	New	+$241K	0.09%	114
2025 Q2	–	Sell	-9,750	Closed	-$244K	–	593
2025 Q1	$244K	Buy	+9,750	New	+$247K	0.1%	110

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 22.96% 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

VAS

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

Synergy Investment Management's CGHM Position: Q2 2026 in Review

Synergy Investment Management held its Capital Group Municipal High-Income ETF (CGHM) position steady in Q2 2026 at 9,750 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #148.

Synergy Investment Management first reported a position in CGHM in Q1 2025 and has held it in 5 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Synergy Investment Management held 9,750 shares of Capital Group Municipal High-Income ETF worth $252K as of Q2 2026.
Synergy Investment Management left its Capital Group Municipal High-Income ETF share count unchanged in Q2 2026.
Capital Group Municipal High-Income ETF made up 0.06% of Synergy Investment Management's portfolio in Q2 2026, its #148 holding.
Synergy Investment Management first reported a position in Capital Group Municipal High-Income ETF in Q1 2025 and has held it in 5 quarters since.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.