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

Quantum 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
Q3 		$873K Buy
36,288
+16,958
+88% +$429K 0.45% 55
2026
Q2 		$500K Buy
+19,330
New +$496K 0.26% 78

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AssetMark Inc
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Strata Wealth Advisors
Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

Quantum Financial Partners's CGHM Position: Q3 2026 in Review

Quantum Financial Partners increased its Capital Group Municipal High-Income ETF (CGHM) stake by 88% in Q3 2026, buying an estimated $429K and bringing the position to 36,288 shares worth $873K. The position accounts for 0.45% of the portfolio, ranked #55.

Quantum Financial Partners first reported a position in CGHM in Q2 2026 and has held it in 2 quarters since. 114 funds tracked by Wall St. Rank hold CGHM as of Q3 2026.

  • Quantum Financial Partners held 36,288 shares of Capital Group Municipal High-Income ETF worth $873K as of Q3 2026.
  • Quantum Financial Partners bought 16,958 Capital Group Municipal High-Income ETF shares in Q3 2026, an estimated $429K.
  • Capital Group Municipal High-Income ETF made up 0.45% of Quantum Financial Partners's portfolio in Q3 2026, its #55 holding.
  • Quantum Financial Partners first reported a position in Capital Group Municipal High-Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 114 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.