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

Transamerica Financial Advisors’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	$3.54M	Buy	136,957 +30,256	+28%	+$776K	0.3%	78
2026 Q1	$2.7M	Buy	106,701 +58,834	+123%	+$1.51M	0.23%	103
2025 Q4	$1.22M	Buy	47,867 +11,413	+31%	+$291K	0.1%	178
2025 Q3	$922K	Buy	+36,454	New	+$902K	0.08%	182

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 22.9% 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

Transamerica Financial Advisors's CGHM Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Capital Group Municipal High-Income ETF (CGHM) stake by 28% in Q2 2026, buying an estimated $776K and bringing the position to 136,957 shares worth $3.54M. The position accounts for 0.3% of the portfolio, ranked #78.

Transamerica Financial Advisors first reported a position in CGHM in Q3 2025 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Transamerica Financial Advisors held 136,957 shares of Capital Group Municipal High-Income ETF worth $3.54M as of Q2 2026.
Transamerica Financial Advisors bought 30,256 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $776K.
Capital Group Municipal High-Income ETF made up 0.3% of Transamerica Financial Advisors's portfolio in Q2 2026, its #78 holding.
Transamerica Financial Advisors first reported a position in Capital Group Municipal High-Income ETF in Q3 2025 and has held it in 4 quarters since.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.