BFP
CGHM

Birchwood Financial Partners’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Birchwood Financial 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 		$1.31M Buy
50,804
+11,157
+28% +$286K 1.07% 23
2026
Q1 		$1M Buy
39,647
+9,968
+34% +$255K 0.97% 25
2025
Q4 		$756K Buy
+29,679
New +$757K 0.75% 29

Other funds holding CGHM

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Birchwood Financial Partners's CGHM Position: Q2 2026 in Review

Birchwood Financial Partners increased its Capital Group Municipal High-Income ETF (CGHM) stake by 28% in Q2 2026, buying an estimated $286K and bringing the position to 50,804 shares worth $1.31M. The position accounts for 1.07% of the portfolio, ranked #23.

Birchwood Financial Partners first reported a position in CGHM in Q4 2025 and has held it in 3 quarters since. 194 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • Birchwood Financial Partners held 50,804 shares of Capital Group Municipal High-Income ETF worth $1.31M as of Q2 2026.
  • Birchwood Financial Partners bought 11,157 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $286K.
  • Capital Group Municipal High-Income ETF made up 1.07% of Birchwood Financial Partners's portfolio in Q2 2026, its #23 holding.
  • Birchwood Financial Partners first reported a position in Capital Group Municipal High-Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 194 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.