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CGHM CAPITAL GRP FIXED INCM ETF T

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MUN HIGH ETF (fund)

31 managers (31 13F filers) reported a position in CGHM shares at 2024-12-31, 1,929,458 shares in all. 17 filers opened a position and 0 filers sold out during the quarter.

Managers
31
13F filers
31
New
17
Added
10
Reduced
1
Sold out
0
Shares held by filers
1,929,458

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Confluence Wealth Services, Inc.626,087$15.8M1.03%new13F-HRTimeline
MML INVESTORS SERVICES, LLC224,876$5.68M0.02%+216,97613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC186,327$4.71M0.01%+134,94213F-HRTimeline
Valmark Advisers, Inc.134,049$3.39M0.05%new13F-HRTimeline
Gutierrez Wealth Advisory, LLC128,661$3.25M2.68%13F-HR/ATimeline
Capital International Investorsin group Capital International Investo…90,000$2.28M<0.01%-1,379,00013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC73,160$1.85M0.03%+6,41613F-HRTimelineGroup
Cambridge Investment Research Advisors,…70,835$1.79M0.01%+55,44213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS41,955$1.06M<0.01%new13F-HRTimeline
Betterment LLC39,527$999K<0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC39,361$995K0.02%+21,12013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA38,874$983K<0.01%+33,74513F-HRTimelineGroup
HighTower Advisors, LLC33,607$850K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,466$770K<0.01%+15,32913F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,859$527K<0.01%+7,52113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,792$475K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.18,383$465K0.01%new13F-HRTimeline
Cetera Investment Advisers16,094$407K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC14,046$355K0.01%new13F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC13,900$351K0.02%new13F-HRTimeline
Koshinski Asset Management, Inc.13,210$334K0.03%new13F-HRTimeline
Midwest Heritage Bank, FSB11,039$279K0.13%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,123$256K0.03%new13F-HRTimeline
AdvisorNet Financial, Inc10,033$254K0.02%+9,78213F-HRTimeline
Capital Planning LLC9,337$236K0.06%new13F-HRTimeline
Strata Wealth Advisors, LLC9,007$228K0.07%new13F-HRTimeline
UBS Group AGin group UBS Group AG3,494$88.3K<0.01%+3,21013F-HRTimelineGroup
Wood Tarver Financial Group, LLC1,565$39K0.01%13F-HRTimeline
Financial Perspectives, Inc1,191$30.1K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV600$15.2K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.