EFP
CGHM

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

EnRich 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 		$875K Buy
33,861
+4,993
+17% +$128K 0.21% 31
2026
Q1 		$731K Buy
28,868
+15,950
+123% +$409K 0.19% 31
2025
Q4 		$329K Buy
+12,918
New +$330K 0.09% 51

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

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

EnRich Financial Partners increased its Capital Group Municipal High-Income ETF (CGHM) stake by 17% in Q2 2026, buying an estimated $128K and bringing the position to 33,861 shares worth $875K. The position accounts for 0.21% of the portfolio, ranked #31.

EnRich 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.

  • EnRich Financial Partners held 33,861 shares of Capital Group Municipal High-Income ETF worth $875K as of Q2 2026.
  • EnRich Financial Partners bought 4,993 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $128K.
  • Capital Group Municipal High-Income ETF made up 0.21% of EnRich Financial Partners's portfolio in Q2 2026, its #31 holding.
  • EnRich 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 EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.