VT
CGHM

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

Vise Technologies’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 		$432K Sell
16,697
-1,758
-10% -$45.1K ﹤0.01% 1253
2026
Q1 		$470K Hold
18,455
– – 0.01% 902
2025
Q4 		$470K Buy
+18,455
New +$471K 0.01% 908

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

Vise Technologies's CGHM Position: Q2 2026 in Review

Vise Technologies reduced its Capital Group Municipal High-Income ETF (CGHM) stake by 9.5% in Q2 2026, selling an estimated $45.1K and leaving 16,697 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Vise Technologies first reported a position in CGHM in Q4 2025 and has held it in 3 quarters since. The position peaked at $470K in Q1 2026. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • Vise Technologies held 16,697 shares of Capital Group Municipal High-Income ETF worth $432K as of Q2 2026.
  • Vise Technologies sold 1,758 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $45.1K.
  • Capital Group Municipal High-Income ETF made up ﹤0.01% of Vise Technologies's portfolio in Q2 2026, its #1253 holding.
  • Vise Technologies first reported a position in Capital Group Municipal High-Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Vise Technologies's Capital Group Municipal High-Income ETF position peaked at $470K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.