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 Q3	$17.6M	Buy	731,072 +338,728	+86%	+$8.56M	4.13%	8
2026 Q2	$10.1M	Buy	392,344 +4,551	+1%	+$117K	2.47%	9
2026 Q1	$9.8M	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

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

Strata Wealth Advisors increased its Capital Group Municipal High-Income ETF (CGHM) stake by 86% in Q3 2026, buying an estimated $8.56M and bringing the position to 731,072 shares worth $17.6M. The position accounts for 4.13% of the portfolio, ranked #8.

Strata Wealth Advisors first reported a position in CGHM in Q4 2024 and has held it in 8 quarters since. 114 funds tracked by Wall St. Rank hold CGHM as of Q3 2026.

Strata Wealth Advisors held 731,072 shares of Capital Group Municipal High-Income ETF worth $17.6M as of Q3 2026.
Strata Wealth Advisors bought 338,728 Capital Group Municipal High-Income ETF shares in Q3 2026, an estimated $8.56M.
Capital Group Municipal High-Income ETF made up 4.13% of Strata Wealth Advisors's portfolio in Q3 2026, its #8 holding.
Strata Wealth Advisors first reported a position in Capital Group Municipal High-Income ETF in Q4 2024 and has held it in 8 quarters since.
114 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q3 2026.

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