Essential Investment Partners LLC’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Essential Investment Partners LLC’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	$2.58K	Hold	100	–	–	﹤0.01%	238
2026 Q1	$2.53K	Hold	100	–	–	﹤0.01%	236
2025 Q4	$2.55K	Buy	+100	New	+$2.55K	﹤0.01%	225

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Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return