WEG
CGHM

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

World Equity Group’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 		– Sell
-11,106
Closed -$281K – 429
2026
Q1 		$281K Buy
+11,106
New +$285K 0.07% 299

Other funds holding CGHM

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
CTA
Clear Trail Advisors Houston, Texas $655M AUM
CIM
Capital Investment Management Lees Summit, Missouri $326M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

World Equity Group's CGHM Position: Q2 2026 in Review

World Equity Group sold out of Capital Group Municipal High-Income ETF (CGHM) in Q2 2026, closing a stake of 11,106 shares — an estimated $281K sold.

World Equity Group first reported a position in CGHM in Q1 2026 and held it in 1 quarter. The position peaked at $281K in Q1 2026. 35 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • World Equity Group reported no remaining Capital Group Municipal High-Income ETF position as of Q2 2026 after selling out during the quarter.
  • World Equity Group sold 11,106 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $281K.
  • World Equity Group first reported a position in Capital Group Municipal High-Income ETF in Q1 2026 and held it in 1 quarter.
  • World Equity Group's Capital Group Municipal High-Income ETF position peaked at $281K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.