Avidian Wealth Enterprises’s Fidelity Municipal Bond Opportunities ETF FMUB Stock Holding History

Avidian Wealth Enterprises’s Portfolio FMUB Stock Details FMUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.24M	Sell	25,731 -2,569	-9%	-$129K	0.03%	287
2026 Q2	$1.45M	Hold	28,300	–	–	0.04%	258
2026 Q1	$1.43M	Sell	28,300 -2,700	-9%	-$138K	0.05%	238
2025 Q4	$1.58M	Buy	31,000 +19,000	+158%	+$971K	0.06%	167
2025 Q3	$610K	Buy	+12,000	New	+$601K	0.02%	328

Other funds holding FMUB

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Clarity Retirement & Wealth New Bedford, Massachusetts $146M AUM 10.02% 1-Year Est. Return

Hicks Capital Management Columbus, Ohio $122M AUM 10.6% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Avidian Wealth Enterprises's FMUB Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Fidelity Municipal Bond Opportunities ETF (FMUB) stake by 9.1% in Q3 2026, selling an estimated $129K and leaving 25,731 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #287.

Avidian Wealth Enterprises first reported a position in FMUB in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.58M in Q4 2025. 23 funds tracked by Wall St. Rank hold FMUB as of Q3 2026.

Avidian Wealth Enterprises held 25,731 shares of Fidelity Municipal Bond Opportunities ETF worth $1.24M as of Q3 2026.
Avidian Wealth Enterprises sold 2,569 Fidelity Municipal Bond Opportunities ETF shares in Q3 2026, an estimated $129K.
Fidelity Municipal Bond Opportunities ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #287 holding.
Avidian Wealth Enterprises first reported a position in Fidelity Municipal Bond Opportunities ETF in Q3 2025 and has held it in 5 quarters since.
Avidian Wealth Enterprises's Fidelity Municipal Bond Opportunities ETF position peaked at $1.58M in Q4 2025.
23 funds tracked by Wall St. Rank held Fidelity Municipal Bond Opportunities ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.