AWE
FMUB

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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
CRW
Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HCM
Hicks Capital Management Columbus, Ohio $122M AUM 17.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GFPL
GAINLINE FINANCIAL PARTNERS, LLC Louisville, Colorado $107M AUM

Avidian Wealth Enterprises's FMUB Position: Q2 2026 in Review

Avidian Wealth Enterprises held its Fidelity Municipal Bond Opportunities ETF (FMUB) position steady in Q2 2026 at 28,300 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #258.

Avidian Wealth Enterprises first reported a position in FMUB in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.58M in Q4 2025. 20 funds tracked by Wall St. Rank hold FMUB as of Q2 2026.

  • Avidian Wealth Enterprises held 28,300 shares of Fidelity Municipal Bond Opportunities ETF worth $1.45M as of Q2 2026.
  • Avidian Wealth Enterprises left its Fidelity Municipal Bond Opportunities ETF share count unchanged in Q2 2026.
  • Fidelity Municipal Bond Opportunities ETF made up 0.04% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #258 holding.
  • Avidian Wealth Enterprises first reported a position in Fidelity Municipal Bond Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • Avidian Wealth Enterprises's Fidelity Municipal Bond Opportunities ETF position peaked at $1.58M in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Fidelity Municipal Bond Opportunities ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.