Global Retirement Partners’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Global Retirement 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	$1.23M	Buy	+47,577	New	+$1.22M	0.02%	675
2025 Q4	$549K	Buy	21,560 +516	+2%	+$13.2K	0.01%	912
2025 Q3	$532K	Buy	21,044 +2,547	+14%	+$63K	0.01%	753
2025 Q2	$456K	Buy	+18,497	New	+$454K	0.01%	752

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 22.96% 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

Global Retirement Partners's CGHM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Capital Group Municipal High-Income ETF (CGHM) in Q2 2026: 47,577 shares worth $1.23M. The stake represents 0.02% of the portfolio and ranks #675 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CGHM as recently as Q4 2025.

Global Retirement Partners first reported a position in CGHM in Q2 2025 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Global Retirement Partners held 47,577 shares of Capital Group Municipal High-Income ETF worth $1.23M as of Q2 2026.
Capital Group Municipal High-Income ETF was a new Global Retirement Partners position in Q2 2026.
Capital Group Municipal High-Income ETF made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #675 holding.
Global Retirement Partners first reported a position in Capital Group Municipal High-Income ETF in Q2 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 Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.