EWP
CGHM

Evergreen Wealth Partners’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Evergreen Wealth 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 		$305K Buy
+11,781
New +$302K 0.18% 70

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

Evergreen Wealth Partners's CGHM Position: Q2 2026 in Review

Evergreen Wealth Partners opened a new position in Capital Group Municipal High-Income ETF (CGHM) in Q2 2026: 11,781 shares worth $305K. The stake represents 0.18% of the portfolio and ranks #70 among its holdings.

194 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • Evergreen Wealth Partners held 11,781 shares of Capital Group Municipal High-Income ETF worth $305K as of Q2 2026.
  • Capital Group Municipal High-Income ETF was a new Evergreen Wealth Partners position in Q2 2026.
  • Capital Group Municipal High-Income ETF made up 0.18% of Evergreen Wealth Partners's portfolio in Q2 2026, its #70 holding.
  • 194 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Evergreen Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.