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
Q2 		$3.13M Buy
120,587
+14,560
+14% +$373K 0.01% 788
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 $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

&Partners's CGHM Position: Q2 2026 in Review

&Partners increased its Capital Group Municipal High-Income ETF (CGHM) stake by 14% in Q2 2026, buying an estimated $373K and bringing the position to 120,587 shares worth $3.13M. The position accounts for 0.01% of the portfolio, ranked #788.

&Partners first reported a position in CGHM in Q2 2025 and has held it in 5 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

  • &Partners held 120,587 shares of Capital Group Municipal High-Income ETF worth $3.13M as of Q2 2026.
  • &Partners bought 14,560 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $373K.
  • Capital Group Municipal High-Income ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #788 holding.
  • &Partners first reported a position in Capital Group Municipal High-Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.