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 Q2	$504K	Sell	10,000 -10,054	-50%	-$506K	0.01%	720
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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CSP

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Axxcess Wealth Management's GUMI Position: Q2 2026 in Review

Axxcess Wealth Management reduced its Goldman Sachs Ultra Short Municipal Income ETF (GUMI) stake by 50% in Q2 2026, selling an estimated $506K and leaving 10,000 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #720.

Axxcess Wealth Management first reported a position in GUMI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.04M in Q4 2025. 17 funds tracked by Wall St. Rank hold GUMI as of Q2 2026.

Axxcess Wealth Management held 10,000 shares of Goldman Sachs Ultra Short Municipal Income ETF worth $504K as of Q2 2026.
Axxcess Wealth Management sold 10,054 Goldman Sachs Ultra Short Municipal Income ETF shares in Q2 2026, an estimated $506K.
Goldman Sachs Ultra Short Municipal Income ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #720 holding.
Axxcess Wealth Management first reported a position in Goldman Sachs Ultra Short Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
Axxcess Wealth Management's Goldman Sachs Ultra Short Municipal Income ETF position peaked at $1.04M in Q4 2025.
17 funds tracked by Wall St. Rank held Goldman Sachs Ultra Short Municipal Income ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.