AWE
FMUN

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
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

RTC
Riverview Trust Company Vancouver, Washington $81.2M AUM 18.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LPP
Life Planning Partners Jacksonville, Florida $131M AUM 16.11% 1-Year Est. Return
FPFC
Financial Planning Fort Collins Fort Collins, Colorado $132M AUM
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
GWM
Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return

Avidian Wealth Enterprises's FMUN Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its Fidelity Systematic Municipal Bond Index ETF (FMUN) stake by 19% in Q1 2026, buying an estimated $120K and bringing the position to 14,800 shares worth $735K. The position accounts for 0.02% of the portfolio, ranked #353.

Avidian Wealth Enterprises first reported a position in FMUN in Q2 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold FMUN as of Q1 2026.

  • Avidian Wealth Enterprises held 14,800 shares of Fidelity Systematic Municipal Bond Index ETF worth $735K as of Q1 2026.
  • Avidian Wealth Enterprises bought 2,369 Fidelity Systematic Municipal Bond Index ETF shares in Q1 2026, an estimated $120K.
  • Fidelity Systematic Municipal Bond Index ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #353 holding.
  • Avidian Wealth Enterprises first reported a position in Fidelity Systematic Municipal Bond Index ETF in Q2 2025 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held Fidelity Systematic Municipal Bond Index ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.