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 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 $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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Freedom Financial Partners's CGHM Position: Q1 2026 in Review

Freedom Financial Partners increased its Capital Group Municipal High-Income ETF (CGHM) stake by 7.8% in Q1 2026, buying an estimated $25.1K and bringing the position to 13,555 shares worth $343K. The position accounts for 0.12% of the portfolio, ranked #72.

Freedom Financial Partners first reported a position in CGHM in Q1 2025 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold CGHM as of Q1 2026.

Freedom Financial Partners held 13,555 shares of Capital Group Municipal High-Income ETF worth $343K as of Q1 2026.
Freedom Financial Partners bought 979 Capital Group Municipal High-Income ETF shares in Q1 2026, an estimated $25.1K.
Capital Group Municipal High-Income ETF made up 0.12% of Freedom Financial Partners's portfolio in Q1 2026, its #72 holding.
Freedom Financial Partners first reported a position in Capital Group Municipal High-Income ETF in Q1 2025 and has held it in 5 quarters since.
165 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q1 2026.

Based on Freedom Financial Partners's 13F filing for Q1 2026, filed 16 Apr 2026.