Wealth Enhancement Advisory Services
CGHM

Wealth Enhancement Advisory Services’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Wealth Enhancement Advisory Services’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 		$620K Buy
24,002
+16,086
+203% +$412K ﹤0.01% 2483
2026
Q1 		$201K Buy
+7,916
New +$203K ﹤0.01% 3131

Other funds holding CGHM

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services's CGHM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Capital Group Municipal High-Income ETF (CGHM) stake by 203% in Q2 2026, buying an estimated $412K and bringing the position to 24,002 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #2483.

Wealth Enhancement Advisory Services first reported a position in CGHM in Q1 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 24,002 shares of Capital Group Municipal High-Income ETF worth $620K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 16,086 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $412K.
  • Capital Group Municipal High-Income ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2483 holding.
  • Wealth Enhancement Advisory Services first reported a position in Capital Group Municipal High-Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.