Envestnet Asset Management
CGHM

Envestnet Asset Management’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Envestnet Asset Management’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 		$344M Buy
13,298,153
+1,227,406
+10% +$31.5M 0.08% 218
2026
Q1 		$306M Buy
12,070,747
+1,470,367
+14% +$37.7M 0.08% 224
2025
Q4 		$270M Buy
10,600,380
+979,200
+10% +$25M 0.08% 230
2025
Q3 		$243M Buy
9,621,180
+9,561,280
+15,962% +$237M 0.07% 260
2025
Q2 		$1.48M Buy
59,900
+28,386
+90% +$697K ﹤0.01% 3022
2025
Q1 		$790K Buy
31,514
+12,722
+68% +$323K ﹤0.01% 3352
2024
Q4 		$475K Buy
+18,792
New +$481K ﹤0.01% 3611

Other funds holding CGHM

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Envestnet Asset Management's CGHM Position: Q2 2026 in Review

Envestnet Asset Management increased its Capital Group Municipal High-Income ETF (CGHM) stake by 10% in Q2 2026, buying an estimated $31.5M and bringing the position to 13,298,153 shares worth $344M. The position accounts for 0.08% of the portfolio, ranked #218.

Envestnet Asset Management first reported a position in CGHM in Q4 2024 and has held it in 7 quarters since. 96 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • Envestnet Asset Management held 13,298,153 shares of Capital Group Municipal High-Income ETF worth $344M as of Q2 2026.
  • Envestnet Asset Management bought 1,227,406 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $31.5M.
  • Capital Group Municipal High-Income ETF made up 0.08% of Envestnet Asset Management's portfolio in Q2 2026, its #218 holding.
  • Envestnet Asset Management first reported a position in Capital Group Municipal High-Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 96 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.