Quantum Financial Partners’s Capital Group Municipal Income ETF CGMU Stock Holding History

Quantum Financial Partners’s Portfolio CGMU Stock Details CGMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.75M	Buy	+63,567	New	+$1.74M	0.89%	29

Other funds holding CGMU

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $655M AUM

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Envestnet Portfolio Solutions

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

Alliance Private Wealth North Reading, Massachusetts $288M AUM

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

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

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

Vaquero Private Wealth Dallas, Texas $486M AUM

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

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

Quantum Financial Partners opened a new position in Capital Group Municipal Income ETF (CGMU) in Q2 2026: 63,567 shares worth $1.75M. The stake represents 0.89% of the portfolio and ranks #29 among its holdings.

79 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Quantum Financial Partners held 63,567 shares of Capital Group Municipal Income ETF worth $1.75M as of Q2 2026.
Capital Group Municipal Income ETF was a new Quantum Financial Partners position in Q2 2026.
Capital Group Municipal Income ETF made up 0.89% of Quantum Financial Partners's portfolio in Q2 2026, its #29 holding.
79 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

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