Thrive Wealth Management’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Thrive Wealth 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 Q3	$1.23M	Sell	51,279 -3,345	-6%	-$84.6K	0.15%	72
2026 Q2	$1.41M	Buy	54,624 +9,553	+21%	+$245K	0.18%	62
2026 Q1	$1.14M	Buy	45,071 +7,779	+21%	+$199K	0.17%	65
2025 Q4	$950K	Buy	37,292 +3,469	+10%	+$88.5K	0.14%	82
2025 Q3	$855K	Buy	33,823 +19,797	+141%	+$490K	0.13%	90
2025 Q2	$346K	Buy	+14,026	New	+$344K	0.06%	163

Other funds holding CGHM

SWA

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

NFS

NewCorp Financial Services Alpharetta, Georgia $132M AUM 8.15% 1-Year Est. Return

MLRA

Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Thrive Wealth Management's CGHM Position: Q3 2026 in Review

Thrive Wealth Management reduced its Capital Group Municipal High-Income ETF (CGHM) stake by 6.1% in Q3 2026, selling an estimated $84.6K and leaving 51,279 shares worth $1.23M. The position accounts for 0.15% of the portfolio, ranked #72.

Thrive Wealth Management first reported a position in CGHM in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.41M in Q2 2026. 37 funds tracked by Wall St. Rank hold CGHM as of Q3 2026.

Thrive Wealth Management held 51,279 shares of Capital Group Municipal High-Income ETF worth $1.23M as of Q3 2026.
Thrive Wealth Management sold 3,345 Capital Group Municipal High-Income ETF shares in Q3 2026, an estimated $84.6K.
Capital Group Municipal High-Income ETF made up 0.15% of Thrive Wealth Management's portfolio in Q3 2026, its #72 holding.
Thrive Wealth Management first reported a position in Capital Group Municipal High-Income ETF in Q2 2025 and has held it in 6 quarters since.
Thrive Wealth Management's Capital Group Municipal High-Income ETF position peaked at $1.41M in Q2 2026.
37 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.