Carson Wealth (CWM LLC)’s Fidelity Municipal Bond Opportunities ETF FMUB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FMUB Stock Details FMUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$60.4M	Buy	1,193,840 +172,394	+17%	+$8.82M	0.16%	137
2025 Q4	$52.1M	Buy	1,021,446 +37,688	+4%	+$1.93M	0.14%	140
2025 Q3	$50M	Buy	983,758 +152,100	+18%	+$7.62M	0.15%	129
2025 Q2	$41.4M	Buy	+831,658	New	+$41.1M	0.15%	133

Other funds holding FMUB

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CRW

Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

HCM

Hicks Capital Management Columbus, Ohio $122M AUM 17.7% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FMUB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Fidelity Municipal Bond Opportunities ETF (FMUB) stake by 17% in Q1 2026, buying an estimated $8.82M and bringing the position to 1,193,840 shares worth $60.4M. The position accounts for 0.16% of the portfolio, ranked #137.

Carson Wealth (CWM LLC) first reported a position in FMUB in Q2 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold FMUB as of Q1 2026.

Carson Wealth (CWM LLC) held 1,193,840 shares of Fidelity Municipal Bond Opportunities ETF worth $60.4M as of Q1 2026.
Carson Wealth (CWM LLC) bought 172,394 Fidelity Municipal Bond Opportunities ETF shares in Q1 2026, an estimated $8.82M.
Fidelity Municipal Bond Opportunities ETF made up 0.16% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #137 holding.
Carson Wealth (CWM LLC) first reported a position in Fidelity Municipal Bond Opportunities ETF in Q2 2025 and has held it in 4 quarters since.
26 funds tracked by Wall St. Rank held Fidelity Municipal Bond Opportunities ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.