VC
CGHM

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

Vicus Capital’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 		$1.66M Buy
65,658
+9,347
+17% +$240K 0.12% 83
2025
Q4 		$1.43M Buy
56,311
+9,257
+20% +$236K 0.11% 91
2025
Q3 		$1.19M Buy
47,054
+32,996
+235% +$816K 0.09% 104
2025
Q2 		$346K Buy
+14,058
New +$345K 0.03% 201

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 $44.6B AUM 28.94% 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 $58.2B AUM 22.78% 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 $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vicus Capital's CGHM Position: Q1 2026 in Review

Vicus Capital increased its Capital Group Municipal High-Income ETF (CGHM) stake by 17% in Q1 2026, buying an estimated $240K and bringing the position to 65,658 shares worth $1.66M. The position accounts for 0.12% of the portfolio, ranked #83.

Vicus Capital first reported a position in CGHM in Q2 2025 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold CGHM as of Q1 2026.

  • Vicus Capital held 65,658 shares of Capital Group Municipal High-Income ETF worth $1.66M as of Q1 2026.
  • Vicus Capital bought 9,347 Capital Group Municipal High-Income ETF shares in Q1 2026, an estimated $240K.
  • Capital Group Municipal High-Income ETF made up 0.12% of Vicus Capital's portfolio in Q1 2026, its #83 holding.
  • Vicus Capital first reported a position in Capital Group Municipal High-Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 165 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q1 2026.

Based on Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.