OHWA
CGHM

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

Oak Hill 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
2025
Q3 		$558K Buy
22,078
+9,718
+79% +$240K 0.1% 98
2025
Q2 		$304K Buy
12,360
+415
+3% +$10.2K 0.06% 124
2025
Q1 		$299K Buy
+11,945
New +$303K 0.07% 110

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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Oak Hill Wealth Advisors's CGHM Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its Capital Group Municipal High-Income ETF (CGHM) stake by 79% in Q3 2025, buying an estimated $240K and bringing the position to 22,078 shares worth $558K. The position accounts for 0.1% of the portfolio, ranked #98.

Oak Hill Wealth Advisors first reported a position in CGHM in Q1 2025 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold CGHM as of Q3 2025.

  • Oak Hill Wealth Advisors held 22,078 shares of Capital Group Municipal High-Income ETF worth $558K as of Q3 2025.
  • Oak Hill Wealth Advisors bought 9,718 Capital Group Municipal High-Income ETF shares in Q3 2025, an estimated $240K.
  • Capital Group Municipal High-Income ETF made up 0.1% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #98 holding.
  • Oak Hill Wealth Advisors first reported a position in Capital Group Municipal High-Income ETF in Q1 2025 and has held it in 3 quarters since.
  • 113 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.