BWA
CGHM

Boulder Wealth Advisors’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Boulder Wealth Advisors’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 		– Sell
-121,969
Closed -$3.11M – 42
2025
Q4 		$3.11M Buy
+121,969
New +$3.11M 1.31% 13

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 $44.6B AUM 28.94% 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 $58.2B AUM 22.78% 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 $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Boulder Wealth Advisors's CGHM Position: Q1 2026 in Review

Boulder Wealth Advisors sold out of Capital Group Municipal High-Income ETF (CGHM) in Q1 2026, closing a stake of 121,969 shares — an estimated $3.11M sold.

Boulder Wealth Advisors first reported a position in CGHM in Q4 2025 and held it in 1 quarter. The position peaked at $3.11M in Q4 2025. 165 funds tracked by Wall St. Rank hold CGHM as of Q1 2026.

  • Boulder Wealth Advisors reported no remaining Capital Group Municipal High-Income ETF position as of Q1 2026 after selling out during the quarter.
  • Boulder Wealth Advisors sold 121,969 Capital Group Municipal High-Income ETF shares in Q1 2026, an estimated $3.11M.
  • Boulder Wealth Advisors first reported a position in Capital Group Municipal High-Income ETF in Q4 2025 and held it in 1 quarter.
  • Boulder Wealth Advisors's Capital Group Municipal High-Income ETF position peaked at $3.11M in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q1 2026.

Based on Boulder Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.