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 Q2	$500K	Buy	+19,330	New	+$496K	0.26%	78

Other funds holding CGHM

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Clear Trail Advisors Houston, Texas $655M AUM

Capital Investment Management Lees Summit, Missouri $326M AUM

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

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

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

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

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

Quantum Financial Partners opened a new position in Capital Group Municipal High-Income ETF (CGHM) in Q2 2026: 19,330 shares worth $500K. The stake represents 0.26% of the portfolio and ranks #78 among its holdings.

36 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Quantum Financial Partners held 19,330 shares of Capital Group Municipal High-Income ETF worth $500K as of Q2 2026.
Capital Group Municipal High-Income ETF was a new Quantum Financial Partners position in Q2 2026.
Capital Group Municipal High-Income ETF made up 0.26% of Quantum Financial Partners's portfolio in Q2 2026, its #78 holding.
36 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.