Gutierrez Wealth Advisory’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Gutierrez Wealth Advisory’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	$6.26M	Buy	241,975 +18,855	+8%	+$483K	3.61%	11
2026 Q1	$5.65M	Buy	223,120 +3,205	+1%	+$82.1K	3.51%	11
2025 Q4	$5.6M	Buy	219,915 +20,579	+10%	+$525K	3.52%	11
2025 Q3	$5.04M	Buy	199,336 +10,241	+5%	+$253K	3.22%	12
2025 Q2	$4.66M	Buy	189,095 +50,738	+37%	+$1.25M	3.12%	12
2025 Q1	$3.47M	Buy	138,357 +9,696	+8%	+$246K	2.81%	12
2024 Q4	$3.25M	Buy	+128,661	New	+$3.29M	2.68%	13

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

Gutierrez Wealth Advisory's CGHM Position: Q2 2026 in Review

Gutierrez Wealth Advisory increased its Capital Group Municipal High-Income ETF (CGHM) stake by 8.5% in Q2 2026, buying an estimated $483K and bringing the position to 241,975 shares worth $6.26M. The position accounts for 3.61% of the portfolio, ranked #11.

Gutierrez Wealth Advisory first reported a position in CGHM in Q4 2024 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Gutierrez Wealth Advisory held 241,975 shares of Capital Group Municipal High-Income ETF worth $6.26M as of Q2 2026.
Gutierrez Wealth Advisory bought 18,855 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $483K.
Capital Group Municipal High-Income ETF made up 3.61% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #11 holding.
Gutierrez Wealth Advisory first reported a position in Capital Group Municipal High-Income ETF in Q4 2024 and has held it in 7 quarters since.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.