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 Q2	$10.1M	Buy	392,344 +4,551	+1%	+$117K	2.47%	9
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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Strata Wealth Advisors's CGHM Position: Q2 2026 in Review

Strata Wealth Advisors increased its Capital Group Municipal High-Income ETF (CGHM) stake by 1.2% in Q2 2026, buying an estimated $117K and bringing the position to 392,344 shares worth $10.1M. The position accounts for 2.47% of the portfolio, ranked #9.

Strata Wealth Advisors first reported a position in CGHM in Q4 2024 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Strata Wealth Advisors held 392,344 shares of Capital Group Municipal High-Income ETF worth $10.1M as of Q2 2026.
Strata Wealth Advisors bought 4,551 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $117K.
Capital Group Municipal High-Income ETF made up 2.47% of Strata Wealth Advisors's portfolio in Q2 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 7 quarters since.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.