Wood Tarver Financial Group’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Wood Tarver Financial Group’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 Q3	–	Sell	-1,593	Closed	-$39K	–	686
2025 Q2	$39K	Buy	1,593 +14	+0.9%	+$344	0.01%	299
2025 Q1	$39.6K	Buy	1,579 +14	+0.9%	+$355	0.01%	286
2024 Q4	$39K	Buy	+1,565	New	+$40.1K	0.01%	281

Other funds holding CGHM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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 $49B AUM 17.78% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wood Tarver Financial Group's CGHM Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Capital Group Municipal High-Income ETF (CGHM) in Q3 2025, closing a stake of 1,593 shares — an estimated $39K sold.

Wood Tarver Financial Group first reported a position in CGHM in Q4 2024 and held it in 3 quarters. The position peaked at $39.6K in Q1 2025. 113 funds tracked by Wall St. Rank hold CGHM as of Q3 2025.

Wood Tarver Financial Group reported no remaining Capital Group Municipal High-Income ETF position as of Q3 2025 after selling out during the quarter.
Wood Tarver Financial Group sold 1,593 Capital Group Municipal High-Income ETF shares in Q3 2025, an estimated $39K.
Wood Tarver Financial Group first reported a position in Capital Group Municipal High-Income ETF in Q4 2024 and held it in 3 quarters.
Wood Tarver Financial Group's Capital Group Municipal High-Income ETF position peaked at $39.6K in Q1 2025.
113 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.