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

Thoroughbred 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 Q1	$1.53M	Hold	60,351	–	–	0.09%	215
2025 Q4	$1.54M	Buy	60,351 +25,600	+74%	+$653K	0.09%	206
2025 Q3	$878K	Buy	34,751 +50	+0.1%	+$1.24K	0.05%	297
2025 Q2	$854K	Buy	34,701 +20,801	+150%	+$511K	0.06%	297
2025 Q1	$348K	Hold	13,900	–	–	0.02%	506
2024 Q4	$351K	Buy	+13,900	New	+$356K	0.02%	506

Other funds holding CGHM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Thoroughbred Financial Services's CGHM Position: Q1 2026 in Review

Thoroughbred Financial Services held its Capital Group Municipal High-Income ETF (CGHM) position steady in Q1 2026 at 60,351 shares worth $1.53M. The position accounts for 0.09% of the portfolio, ranked #215.

Thoroughbred Financial Services first reported a position in CGHM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.54M in Q4 2025. 165 funds tracked by Wall St. Rank hold CGHM as of Q1 2026.

Thoroughbred Financial Services held 60,351 shares of Capital Group Municipal High-Income ETF worth $1.53M as of Q1 2026.
Thoroughbred Financial Services left its Capital Group Municipal High-Income ETF share count unchanged in Q1 2026.
Capital Group Municipal High-Income ETF made up 0.09% of Thoroughbred Financial Services's portfolio in Q1 2026, its #215 holding.
Thoroughbred Financial Services first reported a position in Capital Group Municipal High-Income ETF in Q4 2024 and has held it in 6 quarters since.
Thoroughbred Financial Services's Capital Group Municipal High-Income ETF position peaked at $1.54M in Q4 2025.
165 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.