Freedom Financial Partners’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Freedom Financial 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
2026 Q2	$362K	Buy	14,014 +459	+3%	+$11.8K	0.12%	69
2026 Q1	$343K	Buy	13,555 +979	+8%	+$25.1K	0.12%	72
2025 Q4	$320K	Buy	12,576 +488	+4%	+$12.5K	0.12%	71
2025 Q3	$306K	Buy	12,088 +2,649	+28%	+$65.5K	0.12%	71
2025 Q2	$233K	Sell	9,439 -67	-0.7%	-$1.65K	0.1%	72
2025 Q1	$238K	Buy	+9,506	New	+$241K	0.11%	66

Other funds holding CGHM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $10.6B AUM 25.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Freedom Financial Partners's CGHM Position: Q2 2026 in Review

Freedom Financial Partners increased its Capital Group Municipal High-Income ETF (CGHM) stake by 3.4% in Q2 2026, buying an estimated $11.8K and bringing the position to 14,014 shares worth $362K. The position accounts for 0.12% of the portfolio, ranked #69.

Freedom Financial Partners first reported a position in CGHM in Q1 2025 and has held it in 6 quarters since. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Freedom Financial Partners held 14,014 shares of Capital Group Municipal High-Income ETF worth $362K as of Q2 2026.
Freedom Financial Partners bought 459 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $11.8K.
Capital Group Municipal High-Income ETF made up 0.12% of Freedom Financial Partners's portfolio in Q2 2026, its #69 holding.
Freedom Financial Partners first reported a position in Capital Group Municipal High-Income ETF in Q1 2025 and has held it in 6 quarters since.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.