Action Point Financial Planning’s Fidelity Systematic Municipal Bond Index ETF FMUN Stock Holding History

Action Point Financial Planning’s Portfolio FMUN Stock Details FMUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Hold	0	–	–	–	2783

Other funds holding FMUN

Riverview Trust Company Vancouver, Washington $83.9M AUM 32.6% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Global Retirement Partners San Rafael, California $6.54B AUM

Life Planning Partners Jacksonville, Florida $135M AUM 17.83% 1-Year Est. Return

Financial Planning Fort Collins Fort Collins, Colorado $132M AUM

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return