Betterment LLC
GUMI

Betterment LLC’s Goldman Sachs Ultra Short Municipal Income ETF GUMI Stock Holding History

Betterment LLC’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 		$5.91M Buy
117,242
+32,475
+38% +$1.63M 0.01% 161
2026
Q1 		$4.27M Buy
84,767
+38,077
+82% +$1.92M 0.01% 181
2025
Q4 		$2.35M Buy
46,690
+12,736
+38% +$640K ﹤0.01% 219
2025
Q3 		$1.71M Buy
+33,954
New +$1.71M ﹤0.01% 236

Other funds holding GUMI

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Goldman Sachs
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
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
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
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Citadel Advisors
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

Betterment LLC's GUMI Position: Q2 2026 in Review

Betterment LLC increased its Goldman Sachs Ultra Short Municipal Income ETF (GUMI) stake by 38% in Q2 2026, buying an estimated $1.63M and bringing the position to 117,242 shares worth $5.91M. The position accounts for 0.01% of the portfolio, ranked #161.

Betterment LLC first reported a position in GUMI in Q3 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold GUMI as of Q2 2026.

  • Betterment LLC held 117,242 shares of Goldman Sachs Ultra Short Municipal Income ETF worth $5.91M as of Q2 2026.
  • Betterment LLC bought 32,475 Goldman Sachs Ultra Short Municipal Income ETF shares in Q2 2026, an estimated $1.63M.
  • Goldman Sachs Ultra Short Municipal Income ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #161 holding.
  • Betterment LLC first reported a position in Goldman Sachs Ultra Short Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Goldman Sachs Ultra Short Municipal Income ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.