VA
CGHM

Valmark Advisers’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Valmark Advisers’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 		$8M Buy
309,331
+14,228
+5% +$365K 0.08% 109
2026
Q1 		$7.47M Buy
295,103
+107,821
+58% +$2.76M 0.09% 103
2025
Q4 		$4.77M Sell
187,282
-29,238
-14% -$746K 0.06% 137
2025
Q3 		$5.48M Buy
216,520
+31,579
+17% +$781K 0.07% 117
2025
Q2 		$4.56M Buy
184,941
+28,805
+18% +$707K 0.06% 123
2025
Q1 		$3.91M Buy
156,136
+22,087
+16% +$560K 0.06% 130
2024
Q4 		$3.39M Buy
+134,049
New +$3.43M 0.05% 139

Other funds holding CGHM

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Valmark Advisers's CGHM Position: Q2 2026 in Review

Valmark Advisers increased its Capital Group Municipal High-Income ETF (CGHM) stake by 4.8% in Q2 2026, buying an estimated $365K and bringing the position to 309,331 shares worth $8M. The position accounts for 0.08% of the portfolio, ranked #109.

Valmark Advisers first reported a position in CGHM in Q4 2024 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • Valmark Advisers held 309,331 shares of Capital Group Municipal High-Income ETF worth $8M as of Q2 2026.
  • Valmark Advisers bought 14,228 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $365K.
  • Capital Group Municipal High-Income ETF made up 0.08% of Valmark Advisers's portfolio in Q2 2026, its #109 holding.
  • Valmark Advisers first reported a position in Capital Group Municipal High-Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.