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
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 $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Valmark Advisers's CGHM Position: Q1 2026 in Review

Valmark Advisers increased its Capital Group Municipal High-Income ETF (CGHM) stake by 58% in Q1 2026, buying an estimated $2.76M and bringing the position to 295,103 shares worth $7.47M. The position accounts for 0.09% of the portfolio, ranked #103.

Valmark Advisers first reported a position in CGHM in Q4 2024 and has held it in 6 quarters since. 165 funds tracked by Wall St. Rank hold CGHM as of Q1 2026.

  • Valmark Advisers held 295,103 shares of Capital Group Municipal High-Income ETF worth $7.47M as of Q1 2026.
  • Valmark Advisers bought 107,821 Capital Group Municipal High-Income ETF shares in Q1 2026, an estimated $2.76M.
  • Capital Group Municipal High-Income ETF made up 0.09% of Valmark Advisers's portfolio in Q1 2026, its #103 holding.
  • Valmark Advisers first reported a position in Capital Group Municipal High-Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 165 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.