P
CGHM

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

&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
Q1 		$2.69M Buy
106,027
+8,987
+9% +$230K 0.01% 777
2025
Q4 		$2.47M Buy
97,040
+26,045
+37% +$665K 0.01% 766
2025
Q3 		$1.8M Buy
70,995
+27,784
+64% +$687K 0.01% 806
2025
Q2 		$1.06M Buy
+43,211
New +$1.06M 0.01% 953

Other funds holding CGHM

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

&Partners's CGHM Position: Q1 2026 in Review

&Partners increased its Capital Group Municipal High-Income ETF (CGHM) stake by 9.3% in Q1 2026, buying an estimated $230K and bringing the position to 106,027 shares worth $2.69M. The position accounts for 0.01% of the portfolio, ranked #777.

&Partners first reported a position in CGHM in Q2 2025 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold CGHM as of Q1 2026.

  • &Partners held 106,027 shares of Capital Group Municipal High-Income ETF worth $2.69M as of Q1 2026.
  • &Partners bought 8,987 Capital Group Municipal High-Income ETF shares in Q1 2026, an estimated $230K.
  • Capital Group Municipal High-Income ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #777 holding.
  • &Partners first reported a position in Capital Group Municipal High-Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 165 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.