CAPTRUST Financial Advisors
ZMUN

CAPTRUST Financial Advisors’s F/m Ultrashort Tax-Free Municipal ETF ZMUN Stock Holding History

CAPTRUST Financial Advisors’s Portfolio ZMUN Stock Details ZMUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1M Buy
+20,000
New +$1M ﹤0.01% 1616

Other funds holding ZMUN

FMI
F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return
CCM
Crew Capital Management Cincinnati, Ohio $183M AUM 37.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CAPTRUST Financial Advisors's ZMUN Position: Q1 2026 in Review

CAPTRUST Financial Advisors opened a new position in F/m Ultrashort Tax-Free Municipal ETF (ZMUN) in Q1 2026: 20,000 shares worth $1M. The stake represents ﹤0.01% of the portfolio and ranks #1616 among its holdings.

8 funds tracked by Wall St. Rank hold ZMUN as of Q1 2026.

  • CAPTRUST Financial Advisors held 20,000 shares of F/m Ultrashort Tax-Free Municipal ETF worth $1M as of Q1 2026.
  • F/m Ultrashort Tax-Free Municipal ETF was a new CAPTRUST Financial Advisors position in Q1 2026.
  • F/m Ultrashort Tax-Free Municipal ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1616 holding.
  • 8 funds tracked by Wall St. Rank held F/m Ultrashort Tax-Free Municipal ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.