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 Q2	$9.21M	Buy	356,104 +51,319	+17%	+$1.32M	0.04%	226
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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Portfolio Solutions's CGHM Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Capital Group Municipal High-Income ETF (CGHM) stake by 17% in Q2 2026, buying an estimated $1.32M and bringing the position to 356,104 shares worth $9.21M. The position accounts for 0.04% of the portfolio, ranked #226.

Envestnet Portfolio Solutions first reported a position in CGHM in Q3 2025 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Envestnet Portfolio Solutions held 356,104 shares of Capital Group Municipal High-Income ETF worth $9.21M as of Q2 2026.
Envestnet Portfolio Solutions bought 51,319 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $1.32M.
Capital Group Municipal High-Income ETF made up 0.04% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #226 holding.
Envestnet Portfolio Solutions first reported a position in Capital Group Municipal High-Income ETF in Q3 2025 and has held it in 4 quarters since.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.