Opal Wealth Advisors
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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
Q3 		$221K Buy
9,166
+1,284
+16% +$32.5K 0.05% 193
2026
Q2 		$204K Buy
7,882
+74
+0.9% +$1.9K 0.04% 210
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Strata Wealth Advisors
Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

Opal Wealth Advisors's CGHM Position: Q3 2026 in Review

Opal Wealth Advisors increased its Capital Group Municipal High-Income ETF (CGHM) stake by 16% in Q3 2026, buying an estimated $32.5K and bringing the position to 9,166 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #193.

Opal Wealth Advisors first reported a position in CGHM in Q1 2025 and has held it in 5 quarters since. 112 funds tracked by Wall St. Rank hold CGHM as of Q3 2026.

  • Opal Wealth Advisors held 9,166 shares of Capital Group Municipal High-Income ETF worth $221K as of Q3 2026.
  • Opal Wealth Advisors bought 1,284 Capital Group Municipal High-Income ETF shares in Q3 2026, an estimated $32.5K.
  • Capital Group Municipal High-Income ETF made up 0.05% of Opal Wealth Advisors's portfolio in Q3 2026, its #193 holding.
  • Opal Wealth Advisors first reported a position in Capital Group Municipal High-Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 112 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.