CGHM · Insider trading · 13F holders · Congress trades
Capital Grp Fixed Incm ETF T (CGHM)
Who is buying and selling CGHM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 30
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CGHM at a glance
- No open-market insider purchases or sales of CGHM were filed in the last 90 days.
- 30 13F filers hold CGHM among their 50 largest positions, worth $147.8M combined. The biggest bets by portfolio weight are Platt Wealth Management LLC (4.4%), Strata Wealth Advisors, LLC (4.1%) and Gutierrez Wealth Advisory, LLC (3.6%). In their latest 13Fs, 3 managers opened a new position and 16 added to one.
- No member of Congress has disclosed a trade in CGHM.
CGHM insider trading
No open-market insider purchases or sales of CGHM were filed in the last 90 days.
Who owns CGHM? Hedge funds and superinvestors
30 13F filers hold CGHM among their 50 largest positions, worth $147.8M combined. The biggest bets by portfolio weight are Platt Wealth Management LLC (4.4%), Strata Wealth Advisors, LLC (4.1%) and Gutierrez Wealth Advisory, LLC (3.6%). In their latest 13Fs, 3 managers opened a new position and 16 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Aprio Wealth Management, LLCWealth manager | 1.1% | $23.1M | 960,512 | +17.2% shares | Q3 2026 |
| Confluence Wealth Services, Inc.Wealth manager | 0.5% | $18.0M | 695,835 | +3.8% shares | Q2 2026 |
| Strata Wealth Advisors, LLCWealth manager | 4.1% | $17.6M | 731,072 | +86.3% shares | Q3 2026 |
| J. Derek Lewis & Associates Inc.Wealth manager | 2.8% | $15.0M | 580,244 | -0.0% shares | Q2 2026 |
| Koshinski Asset Management, Inc.Asset manager | 0.5% | $8.8M | 363,823 | +13.4% shares | Q3 2026 |
| Prentice Wealth Management LLCWealth manager | 1.6% | $8.0M | 332,790 | +24.3% shares | Q3 2026 |
| First Interstate BankBank & trust | 0.4% | $7.7M | 321,153 | +10.5% shares | Q3 2026 |
| Gutierrez Wealth Advisory, LLCWealth manager | 3.6% | $6.3M | 241,975 | +8.5% shares | Q2 2026 |
| Platt Wealth Management LLCWealth manager | 4.4% | $5.5M | 212,617 | +8.9% shares | Q2 2026 |
| Keudell/Morrison Wealth ManagementWealth manager | 0.9% | $5.1M | 212,237 | +2.0% shares | Q3 2026 |
| Clear Trail Advisors, LLCWealth manager | 0.8% | $5.0M | 208,684 | +0.5% shares | Q3 2026 |
| Capital Investment Management, Inc.Wealth manager | 1.1% | $3.6M | 140,319 | +22.6% shares | Q2 2026 |
| BlueStem Wealth Partners, LLCWealth manager | 0.3% | $3.3M | 127,513 | -4.0% shares | Q2 2026 |
| Boulder Wealth Advisors, LLCWealth manager | 0.8% | $2.3M | 87,133 | New | Q2 2026 |
| Eq Wealth Advisors, LLCWealth manager | 1.1% | $2.0M | 78,739 | +155.5% shares | Q2 2026 |
| RFP Financial Group LLCWealth manager | 0.9% | $1.9M | 75,330 | -11.0% shares | Q2 2026 |
| Fjell Capital, LLCWealth manager | 1.1% | $1.9M | 78,067 | +15.6% shares | Q3 2026 |
| Clarity Asset Management, Inc.Wealth manager | 0.9% | $1.8M | 74,898 | +6.9% shares | Q3 2026 |
| CJM Wealth Advisers, Ltd.Wealth manager | 0.4% | $1.4M | 59,526 | — | Q3 2026 |
| NewCorp Financial Services, Inc.Wealth manager | 1.0% | $1.4M | 56,755 | +7.4% shares | Q3 2026 |
| Birchwood Financial Partners, Inc.Wealth manager | 1.1% | $1.3M | 50,804 | +28.1% shares | Q2 2026 |
| Financial Connections Group, Inc.Investment manager | 0.4% | $1.3M | 50,510 | -0.9% shares | Q1 2026 |
| Entruity Wealth, LLCWealth manager | 0.7% | $1.1M | 41,340 | New | Q2 2026 |
| Main Line Retirement Advisors, LLCWealth manager | 0.5% | $1.1M | 43,874 | +0.6% shares | Q3 2026 |
| EnRich Financial Partners LLCWealth manager | 0.2% | $907K | 37,694 | +11.3% shares | Q3 2026 |
| Walleye Partners, LLCWealth manager | 0.8% | $685K | 28,440 | +34.3% shares | Q3 2026 |
| Midwest Heritage Bank, FSBWealth manager | 0.2% | $569K | 23,634 | +1.9% shares | Q3 2026 |
| Northwest Financial AdvisorsWealth manager | 0.1% | $513K | 21,328 | +17.1% shares | Q3 2026 |
| Stewardship Concepts Financial Services LLCWealth manager | 0.3% | $470K | 19,531 | +0.0% shares | Q3 2026 |
| Members Advisory Group LLCWealth manager | 0.1% | $210K | 8,124 | New | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 17, Q2 2026: 12, Q1 2026: 1). Screen CGHM in the grand portfolio →
CGHM stock trades by members of Congress
No member of Congress has disclosed a trade in CGHM.
CGHM questions and answers
Are insiders buying CGHM stock?
No open-market insider purchases or sales of CGHM were filed in the last 90 days.
Which hedge funds own CGHM?
30 13F filers hold CGHM among their 50 largest positions, worth $147.8M combined. The biggest bets by portfolio weight are Platt Wealth Management LLC (4.4%), Strata Wealth Advisors, LLC (4.1%) and Gutierrez Wealth Advisory, LLC (3.6%). In their latest 13Fs, 3 managers opened a new position and 16 added to one.
Has Congress traded CGHM?
No member of Congress has disclosed a trade in CGHM.
Who is the largest holder of CGHM?
Among 13F filers, Aprio Wealth Management, LLC reports the largest CGHM position, $23.1M (960,512 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Platt Wealth Management LLC's: 4.4% of its portfolio.
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