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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 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 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

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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. 35 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.
35 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.