Envestnet Portfolio Solutions
CGHM

Envestnet Portfolio Solutions’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		$7.72M Sell
304,785
-26,223
-8% -$672K 0.04% 225
2025
Q4 		$8.43M Buy
331,008
+30,560
+10% +$780K 0.03% 276
2025
Q3 		$7.6M Buy
+300,448
New +$7.43M 0.03% 273

Other funds holding CGHM

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Portfolio Solutions's CGHM Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its Capital Group Municipal High-Income ETF (CGHM) stake by 7.9% in Q1 2026, selling an estimated $672K and leaving 304,785 shares worth $7.72M. The position accounts for 0.04% of the portfolio, ranked #225.

Envestnet Portfolio Solutions first reported a position in CGHM in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.43M in Q4 2025. 165 funds tracked by Wall St. Rank hold CGHM as of Q1 2026.

  • Envestnet Portfolio Solutions held 304,785 shares of Capital Group Municipal High-Income ETF worth $7.72M as of Q1 2026.
  • Envestnet Portfolio Solutions sold 26,223 Capital Group Municipal High-Income ETF shares in Q1 2026, an estimated $672K.
  • Capital Group Municipal High-Income ETF made up 0.04% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #225 holding.
  • Envestnet Portfolio Solutions first reported a position in Capital Group Municipal High-Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Envestnet Portfolio Solutions's Capital Group Municipal High-Income ETF position peaked at $8.43M in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.