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
Q2 		$2.09M Buy
41,784
+21,784
+109% +$1.09M ﹤0.01% 1276
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
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
AIA
Affinity Investment Advisors Newport Beach, California $197M AUM 74.75% 1-Year Est. Return
HW
HORAN Wealth Cincinnati, Ohio $800M AUM 23.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors's ZMUN Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its F/m Ultrashort Tax-Free Municipal ETF (ZMUN) stake by 109% in Q2 2026, buying an estimated $1.09M and bringing the position to 41,784 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

CAPTRUST Financial Advisors first reported a position in ZMUN in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold ZMUN as of Q2 2026.

  • CAPTRUST Financial Advisors held 41,784 shares of F/m Ultrashort Tax-Free Municipal ETF worth $2.09M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 21,784 F/m Ultrashort Tax-Free Municipal ETF shares in Q2 2026, an estimated $1.09M.
  • F/m Ultrashort Tax-Free Municipal ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1276 holding.
  • CAPTRUST Financial Advisors first reported a position in F/m Ultrashort Tax-Free Municipal ETF in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held F/m Ultrashort Tax-Free Municipal ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.