OWA
CGHM

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

Opal 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 		$198K Buy
+7,808
New +$200K 0.04% 209
2025
Q3 		– Sell
-2,066
Closed -$50.9K – 571
2025
Q2 		$50.9K Buy
2,066
+1,022
+98% +$25.1K 0.01% 373
2025
Q1 		$26.2K Buy
+1,044
New +$26.5K 0.01% 473

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 $38.8B AUM 21.88% 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 $49B AUM 17.78% 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 $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Opal Wealth Advisors opened a new position in Capital Group Municipal High-Income ETF (CGHM) in Q1 2026: 7,808 shares worth $198K. The stake represents 0.04% of the portfolio and ranks #209 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in CGHM as recently as Q2 2025.

Opal Wealth Advisors first reported a position in CGHM in Q1 2025 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold CGHM as of Q1 2026.

  • Opal Wealth Advisors held 7,808 shares of Capital Group Municipal High-Income ETF worth $198K as of Q1 2026.
  • Capital Group Municipal High-Income ETF was a new Opal Wealth Advisors position in Q1 2026.
  • Capital Group Municipal High-Income ETF made up 0.04% of Opal Wealth Advisors's portfolio in Q1 2026, its #209 holding.
  • Opal Wealth Advisors first reported a position in Capital Group Municipal High-Income ETF in Q1 2025 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.