Avidian Wealth Enterprises’s Fidelity Systematic Municipal Bond Index ETF FMUN Stock Holding History

Avidian Wealth Enterprises’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 Q3	$809K	Buy	17,281 +2,441	+16%	+$120K	0.02%	372
2026 Q2	$748K	Buy	14,840 +40	+0.3%	+$2.01K	0.02%	388
2026 Q1	$735K	Buy	14,800 +2,369	+19%	+$120K	0.02%	353
2025 Q4	$624K	Buy	12,431 +20	+0.2%	+$1K	0.02%	326
2025 Q3	$618K	Buy	12,411 +613	+5%	+$30K	0.02%	323
2025 Q2	$574K	Buy	+11,798	New	+$573K	0.02%	304

Other funds holding FMUN

Elequin Capital New York $1.47B AUM 5.26% 1-Year Est. Return

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

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

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

Global Retirement Partners San Rafael, California $7.1B AUM

Financial Planning Fort Collins Fort Collins, Colorado $137M AUM 12.62% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Life Planning Partners Jacksonville, Florida $125M AUM 10.29% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return

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

Avidian Wealth Enterprises increased its Fidelity Systematic Municipal Bond Index ETF (FMUN) stake by 16% in Q3 2026, buying an estimated $120K and bringing the position to 17,281 shares worth $809K. The position accounts for 0.02% of the portfolio, ranked #372.

Avidian Wealth Enterprises first reported a position in FMUN in Q2 2025 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold FMUN as of Q3 2026.

Avidian Wealth Enterprises held 17,281 shares of Fidelity Systematic Municipal Bond Index ETF worth $809K as of Q3 2026.
Avidian Wealth Enterprises bought 2,441 Fidelity Systematic Municipal Bond Index ETF shares in Q3 2026, an estimated $120K.
Fidelity Systematic Municipal Bond Index ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #372 holding.
Avidian Wealth Enterprises first reported a position in Fidelity Systematic Municipal Bond Index ETF in Q2 2025 and has held it in 6 quarters since.
20 funds tracked by Wall St. Rank held Fidelity Systematic Municipal Bond Index ETF as of Q3 2026.

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