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Disclosery

CGHM CAPITAL GRP FIXED INCM ETF T

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MUN HIGH ETF (fund)

48 managers (48 13F filers) reported a position in CGHM shares at 2025-03-31, 3,124,575 shares in all. 18 filers opened a position and 1 filer sold out during the quarter.

Managers
48
13F filers
48
New
18
Added
21
Reduced
3
Sold out
1
Shares held by filers
3,124,575

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.620,879$15.1M0.95%-5,20813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC344,930$8.64M0.01%+158,60313F-HRTimeline
MML INVESTORS SERVICES, LLC234,118$5.87M0.02%+9,24213F-HRTimeline
LPL Financial LLC201,707$5.05M<0.01%new13F-HRTimeline
HighTower Advisors, LLC198,754$4.98M0.01%+165,14713F-HRTimeline
Valmark Advisers, Inc.156,136$3.91M0.06%+22,08713F-HRTimeline
Gutierrez Wealth Advisory, LLC138,357$3.47M2.81%+9,69613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC112,579$2.82M<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.96,802$2.43M0.01%+66,33613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC93,676$2.35M<0.01%+72,81713F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA82,978$2.08M<0.01%+44,10413F-HR/ATimelineGroup
Integrated Wealth Concepts LLC81,652$2.05M0.02%new13F-HRTimeline
Cambridge Investment Research Advisors,…80,539$2.02M0.01%+9,70413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS80,035$2.01M0.01%+38,08013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC76,397$1.91M0.03%+3,23713F-HRTimelineGroup
Capital International Investorsin group Capital International Investo…75,000$1.88M<0.01%-15,00013F-HRTimelineGroup
Betterment LLC40,275$1.01M<0.01%+74813F-HRTimeline
Cetera Investment Advisers31,774$796K<0.01%+15,68013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,514$790K<0.01%+12,72213F-HRTimelineGroup
Koshinski Asset Management, Inc.27,483$689K0.06%+14,27313F-HRTimeline
Prospera Financial Services Inc25,949$650K0.01%new13F-HRTimeline
EARNED WEALTH ADVISORS, LLC24,702$619K0.14%new13F-HRTimeline
Steward Partners Investment Advisory, L…24,481$614K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.21,248$532K0.02%+2,86513F-HRTimeline
Jacobi Capital Management LLC20,608$516K0.04%new13F-HRTimeline
Strata Wealth Advisors, LLC18,509$464K0.14%+9,50213F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…18,134$454K<0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC16,411$411K0.01%-22,95013F-HRTimeline
Wayfinding Financial, LLC16,001$401K0.18%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC14,046$352K0.01%013F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC13,900$348K0.02%013F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC11,945$299K0.07%new13F-HRTimeline
Midwest Heritage Bank, FSB11,064$277K0.11%+2513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,542$264K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc10,492$263K0.02%+45913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,123$254K0.03%013F-HRTimeline
Synergy Investment Management, LLC9,750$244K0.1%new13F-HRTimeline
Freedom Financial Partners LLC9,506$238K0.11%new13F-HRTimeline
Capital Planning LLC9,337$234K0.07%013F-HRTimeline
Perennial Investment Advisors, LLC8,466$212K0.02%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,325$209K0.02%new13F-HRTimeline
Wood Tarver Financial Group, LLC1,579$39.6K0.01%+1413F-HRTimeline
Financial Perspectives, Inc1,201$30.1K0.01%+1013F-HRTimeline
Opal Wealth Advisors, LLC1,044$26.2K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP810$20.3K<0.01%new13F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV600$15K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.217$10.9K<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.