BFG
GMUB

Berger Financial Group’s Goldman Sachs Municipal Income ETF GMUB Stock Holding History

Berger Financial Group’s Portfolio GMUB Stock Details GMUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.47M Buy
68,042
+8,703
+15% +$448K 0.19% 101
2025
Q4 		$3.04M Sell
59,339
-3,101
-5% -$158K 0.18% 113
2025
Q3 		$3.18M Buy
+62,440
New +$3.13M 0.19% 108

Other funds holding GMUB

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PIA
Pinion Investment Advisors Wichita, Kansas $428M AUM 19.1% 1-Year Est. Return

Berger Financial Group's GMUB Position: Q1 2026 in Review

Berger Financial Group increased its Goldman Sachs Municipal Income ETF (GMUB) stake by 15% in Q1 2026, buying an estimated $448K and bringing the position to 68,042 shares worth $3.47M. The position accounts for 0.19% of the portfolio, ranked #101.

Berger Financial Group first reported a position in GMUB in Q3 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold GMUB as of Q1 2026.

  • Berger Financial Group held 68,042 shares of Goldman Sachs Municipal Income ETF worth $3.47M as of Q1 2026.
  • Berger Financial Group bought 8,703 Goldman Sachs Municipal Income ETF shares in Q1 2026, an estimated $448K.
  • Goldman Sachs Municipal Income ETF made up 0.19% of Berger Financial Group's portfolio in Q1 2026, its #101 holding.
  • Berger Financial Group first reported a position in Goldman Sachs Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held Goldman Sachs Municipal Income ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.