SWA
CGHM

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

Strata 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 		$9.82M Buy
387,793
+110,727
+40% +$2.84M 2.69% 9
2025
Q4 		$7.06M Buy
277,066
+2,564
+0.9% +$65.4K 1.96% 9
2025
Q3 		$6.94M Sell
274,502
-1,832
-0.7% -$45.3K 1.83% 9
2025
Q2 		$6.81M Buy
276,334
+257,825
+1,393% +$6.33M 1.88% 9
2025
Q1 		$464K Buy
18,509
+9,502
+105% +$241K 0.14% 51
2024
Q4 		$228K Buy
+9,007
New +$231K 0.07% 75

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

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

Strata Wealth Advisors increased its Capital Group Municipal High-Income ETF (CGHM) stake by 40% in Q1 2026, buying an estimated $2.84M and bringing the position to 387,793 shares worth $9.82M. The position accounts for 2.69% of the portfolio, ranked #9.

Strata Wealth Advisors first reported a position in CGHM in Q4 2024 and has held it in 6 quarters since. 165 funds tracked by Wall St. Rank hold CGHM as of Q1 2026.

  • Strata Wealth Advisors held 387,793 shares of Capital Group Municipal High-Income ETF worth $9.82M as of Q1 2026.
  • Strata Wealth Advisors bought 110,727 Capital Group Municipal High-Income ETF shares in Q1 2026, an estimated $2.84M.
  • Capital Group Municipal High-Income ETF made up 2.69% of Strata Wealth Advisors's portfolio in Q1 2026, its #9 holding.
  • Strata Wealth Advisors first reported a position in Capital Group Municipal High-Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 165 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.