Next Level Wealth Planning’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Next Level Wealth Planning’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 Q3	$22.4K	Buy	+931	New	+$23.5K	0.01%	251

Other funds holding CGHM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

Next Level Wealth Planning's CGHM Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Capital Group Municipal High-Income ETF (CGHM) in Q3 2026: 931 shares worth $22.4K. The stake represents 0.01% of the portfolio and ranks #251 among its holdings.

114 funds tracked by Wall St. Rank hold CGHM as of Q3 2026.

Next Level Wealth Planning held 931 shares of Capital Group Municipal High-Income ETF worth $22.4K as of Q3 2026.
Capital Group Municipal High-Income ETF was a new Next Level Wealth Planning position in Q3 2026.
Capital Group Municipal High-Income ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #251 holding.
114 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.