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Camelot Technology Advisors’s Fidelity Systematic Municipal Bond Index ETF FMUN Stock Holding History

Camelot Technology Advisors’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
Q3 		$267K Buy
5,697
+48
+0.8% +$2.36K 0.18% 54
2026
Q2 		$285K Buy
5,649
+46
+0.8% +$2.31K 0.19% 53
2026
Q1 		$278K Buy
5,603
+45
+0.8% +$2.27K 0.2% 53
2025
Q4 		$279K Buy
5,558
+46
+0.8% +$2.31K 0.21% 48
2025
Q3 		$275K Buy
5,512
+47
+0.9% +$2.3K 0.22% 51
2025
Q2 		$266K Buy
+5,465
New +$265K 0.23% 48

Other funds holding FMUN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Financial Planning Fort Collins
Financial Planning Fort Collins Fort Collins, Colorado $137M AUM 12.62% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Life Planning Partners
Life Planning Partners Jacksonville, Florida $125M AUM 10.29% 1-Year Est. Return
Embree Financial Group
Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return
GWM
Global Wealth Management Kingston, New Jersey $184M AUM 13.59% 1-Year Est. Return
Single Point Partners
Single Point Partners Boston, Massachusetts $566M AUM 10.5% 1-Year Est. Return
CRA Financial Services
CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

Camelot Technology Advisors's FMUN Position: Q3 2026 in Review

Camelot Technology Advisors increased its Fidelity Systematic Municipal Bond Index ETF (FMUN) stake by 0.85% in Q3 2026, buying an estimated $2.36K and bringing the position to 5,697 shares worth $267K. The position accounts for 0.18% of the portfolio, ranked #54.

Camelot Technology Advisors first reported a position in FMUN in Q2 2025 and has held it in 6 quarters since. The position peaked at $285K in Q2 2026. 13 funds tracked by Wall St. Rank hold FMUN as of Q3 2026.

  • Camelot Technology Advisors held 5,697 shares of Fidelity Systematic Municipal Bond Index ETF worth $267K as of Q3 2026.
  • Camelot Technology Advisors bought 48 Fidelity Systematic Municipal Bond Index ETF shares in Q3 2026, an estimated $2.36K.
  • Fidelity Systematic Municipal Bond Index ETF made up 0.18% of Camelot Technology Advisors's portfolio in Q3 2026, its #54 holding.
  • Camelot Technology Advisors first reported a position in Fidelity Systematic Municipal Bond Index ETF in Q2 2025 and has held it in 6 quarters since.
  • Camelot Technology Advisors's Fidelity Systematic Municipal Bond Index ETF position peaked at $285K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Fidelity Systematic Municipal Bond Index ETF as of Q3 2026.

Based on Camelot Technology Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.