Axxcess Wealth Management’s Goldman Sachs Ultra Short Municipal Income ETF GUMI Stock Holding History

Axxcess Wealth Management’s Portfolio GUMI Stock Details GUMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.01M	Sell	20,054 -717	-3%	-$36.1K	0.03%	239
2025 Q4	$1.04M	Buy	+20,771	New	+$1.04M	0.02%	505

Other funds holding GUMI

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

KWM

Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Axxcess Wealth Management's GUMI Position: Q1 2026 in Review

Axxcess Wealth Management reduced its Goldman Sachs Ultra Short Municipal Income ETF (GUMI) stake by 3.5% in Q1 2026, selling an estimated $36.1K and leaving 20,054 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #239.

Axxcess Wealth Management first reported a position in GUMI in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.04M in Q4 2025. 12 funds tracked by Wall St. Rank hold GUMI as of Q1 2026.

Axxcess Wealth Management held 20,054 shares of Goldman Sachs Ultra Short Municipal Income ETF worth $1.01M as of Q1 2026.
Axxcess Wealth Management sold 717 Goldman Sachs Ultra Short Municipal Income ETF shares in Q1 2026, an estimated $36.1K.
Goldman Sachs Ultra Short Municipal Income ETF made up 0.03% of Axxcess Wealth Management's portfolio in Q1 2026, its #239 holding.
Axxcess Wealth Management first reported a position in Goldman Sachs Ultra Short Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
Axxcess Wealth Management's Goldman Sachs Ultra Short Municipal Income ETF position peaked at $1.04M in Q4 2025.
12 funds tracked by Wall St. Rank held Goldman Sachs Ultra Short Municipal Income ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.