Wealthcare Advisory Partners’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Wealthcare Advisory Partners’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	$3.49M	Buy	134,990 +15,339	+13%	+$393K	0.07%	239
2026 Q1	$3.03M	Buy	119,651 +7,130	+6%	+$183K	0.06%	269
2025 Q4	$2.87M	Sell	112,521 -19,872	-15%	-$507K	0.06%	282
2025 Q3	$3.35M	Buy	132,393 +25,965	+24%	+$642K	0.07%	230
2025 Q2	$2.62M	Buy	+106,428	New	+$2.61M	0.06%	272

Other funds holding CGHM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthcare Advisory Partners's CGHM Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Capital Group Municipal High-Income ETF (CGHM) stake by 13% in Q2 2026, buying an estimated $393K and bringing the position to 134,990 shares worth $3.49M. The position accounts for 0.07% of the portfolio, ranked #239.

Wealthcare Advisory Partners first reported a position in CGHM in Q2 2025 and has held it in 5 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Wealthcare Advisory Partners held 134,990 shares of Capital Group Municipal High-Income ETF worth $3.49M as of Q2 2026.
Wealthcare Advisory Partners bought 15,339 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $393K.
Capital Group Municipal High-Income ETF made up 0.07% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #239 holding.
Wealthcare Advisory Partners first reported a position in Capital Group Municipal High-Income ETF in Q2 2025 and has held it in 5 quarters since.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.