SFO
CGHM

Stokes Family Office’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Stokes Family Office’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
Q4 		– Sell
-17,773
Closed -$449K – 317
2025
Q3 		$449K Buy
+17,773
New +$440K 0.04% 190

Other funds holding CGHM

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stokes Family Office's CGHM Position: Q4 2025 in Review

Stokes Family Office sold out of Capital Group Municipal High-Income ETF (CGHM) in Q4 2025, closing a stake of 17,773 shares — an estimated $449K sold.

Stokes Family Office first reported a position in CGHM in Q3 2025 and held it in 1 quarter. The position peaked at $449K in Q3 2025. 149 funds tracked by Wall St. Rank hold CGHM as of Q4 2025.

  • Stokes Family Office reported no remaining Capital Group Municipal High-Income ETF position as of Q4 2025 after selling out during the quarter.
  • Stokes Family Office sold 17,773 Capital Group Municipal High-Income ETF shares in Q4 2025, an estimated $449K.
  • Stokes Family Office first reported a position in Capital Group Municipal High-Income ETF in Q3 2025 and held it in 1 quarter.
  • Stokes Family Office's Capital Group Municipal High-Income ETF position peaked at $449K in Q3 2025.
  • 149 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q4 2025.

Based on Stokes Family Office's 13F filing for Q4 2025, filed 18 Feb 2026.