EIP
CGHM

Essential Investment Partners’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Essential Investment 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 		$2.58K Hold
100
– – ﹤0.01% 238
2026
Q1 		$2.53K Hold
100
– – ﹤0.01% 236
2025
Q4 		$2.55K Buy
+100
New +$2.55K ﹤0.01% 225

Other funds holding CGHM

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
CTA
Clear Trail Advisors Houston, Texas $655M AUM
CIM
Capital Investment Management Lees Summit, Missouri $326M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Essential Investment Partners's CGHM Position: Q2 2026 in Review

Essential Investment Partners held its Capital Group Municipal High-Income ETF (CGHM) position steady in Q2 2026 at 100 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Essential Investment Partners first reported a position in CGHM in Q4 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • Essential Investment Partners held 100 shares of Capital Group Municipal High-Income ETF worth $2.58K as of Q2 2026.
  • Essential Investment Partners left its Capital Group Municipal High-Income ETF share count unchanged in Q2 2026.
  • Capital Group Municipal High-Income ETF made up ﹤0.01% of Essential Investment Partners's portfolio in Q2 2026, its #238 holding.
  • Essential Investment Partners first reported a position in Capital Group Municipal High-Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.