MPWT
CGHM

MassMutual Private Wealth & Trust’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

MassMutual Private Wealth & Trust’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 		– Sell
-430
Closed -$10.9K – 2512
2026
Q1 		$10.9K Buy
+430
New +$11K ﹤0.01% 1332

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

MassMutual Private Wealth & Trust's CGHM Position: Q2 2026 in Review

MassMutual Private Wealth & Trust sold out of Capital Group Municipal High-Income ETF (CGHM) in Q2 2026, closing a stake of 430 shares — an estimated $10.9K sold.

MassMutual Private Wealth & Trust first reported a position in CGHM in Q1 2026 and held it in 1 quarter. The position peaked at $10.9K in Q1 2026. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • MassMutual Private Wealth & Trust reported no remaining Capital Group Municipal High-Income ETF position as of Q2 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 430 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $10.9K.
  • MassMutual Private Wealth & Trust first reported a position in Capital Group Municipal High-Income ETF in Q1 2026 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Capital Group Municipal High-Income ETF position peaked at $10.9K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.