CAWM
GMUB

Capital Advisors Wealth Management’s Goldman Sachs Municipal Income ETF GMUB Stock Holding History

Capital Advisors Wealth Management’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
Q2 		$8.21M Buy
159,690
+36,987
+30% +$1.89M 0.96% 24
2026
Q1 		$6.25M Buy
122,703
+27,896
+29% +$1.44M 0.84% 32
2025
Q4 		$4.85M Buy
94,807
+78,279
+474% +$4M 0.66% 39
2025
Q3 		$841K Buy
+16,528
New +$828K 0.12% 88

Other funds holding GMUB

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
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
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FDW
Fourth Dimension Wealth Middleburg Heights, Ohio $316M AUM 29.82% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

Capital Advisors Wealth Management's GMUB Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Goldman Sachs Municipal Income ETF (GMUB) stake by 30% in Q2 2026, buying an estimated $1.89M and bringing the position to 159,690 shares worth $8.21M. The position accounts for 0.96% of the portfolio, ranked #24.

Capital Advisors Wealth Management first reported a position in GMUB in Q3 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold GMUB as of Q2 2026.

  • Capital Advisors Wealth Management held 159,690 shares of Goldman Sachs Municipal Income ETF worth $8.21M as of Q2 2026.
  • Capital Advisors Wealth Management bought 36,987 Goldman Sachs Municipal Income ETF shares in Q2 2026, an estimated $1.89M.
  • Goldman Sachs Municipal Income ETF made up 0.96% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Capital Advisors Wealth Management first reported a position in Goldman Sachs Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held Goldman Sachs Municipal Income ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.