Stratos Wealth Partners’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Stratos Wealth Partners’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	-10,600	Closed	-$268K	–	1663
2025 Q3	$268K	Hold	10,600	–	–	﹤0.01%	1306
2025 Q2	$261K	Buy	+10,600	New	+$260K	﹤0.01%	1196

Other funds holding CGHM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $9.02B AUM 20.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stratos Wealth Partners's CGHM Position: Q4 2025 in Review

Stratos Wealth Partners sold out of Capital Group Municipal High-Income ETF (CGHM) in Q4 2025, closing a stake of 10,600 shares — an estimated $268K sold.

Stratos Wealth Partners first reported a position in CGHM in Q2 2025 and held it in 2 quarters. The position peaked at $268K in Q3 2025. 148 funds tracked by Wall St. Rank hold CGHM as of Q4 2025.

Stratos Wealth Partners reported no remaining Capital Group Municipal High-Income ETF position as of Q4 2025 after selling out during the quarter.
Stratos Wealth Partners sold 10,600 Capital Group Municipal High-Income ETF shares in Q4 2025, an estimated $268K.
Stratos Wealth Partners first reported a position in Capital Group Municipal High-Income ETF in Q2 2025 and held it in 2 quarters.
Stratos Wealth Partners's Capital Group Municipal High-Income ETF position peaked at $268K in Q3 2025.
148 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q4 2025.

Based on Stratos Wealth Partners's 13F filing for Q4 2025, filed 20 Jan 2026.