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

Waverly 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 		$530K Sell
20,522
-965
-4% -$24.7K ﹤0.01% 1152
2026
Q1 		$544K Buy
+21,487
New +$551K ﹤0.01% 1049

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 22.9% 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

Waverly Advisors's CGHM Position: Q2 2026 in Review

Waverly Advisors reduced its Capital Group Municipal High-Income ETF (CGHM) stake by 4.5% in Q2 2026, selling an estimated $24.7K and leaving 20,522 shares worth $530K. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

Waverly Advisors first reported a position in CGHM in Q1 2026 and has held it in 2 quarters since. The position peaked at $544K in Q1 2026. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • Waverly Advisors held 20,522 shares of Capital Group Municipal High-Income ETF worth $530K as of Q2 2026.
  • Waverly Advisors sold 965 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $24.7K.
  • Capital Group Municipal High-Income ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1152 holding.
  • Waverly Advisors first reported a position in Capital Group Municipal High-Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Waverly Advisors's Capital Group Municipal High-Income ETF position peaked at $544K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.