CIA
FMUB

Concurrent Investment Advisors’s Fidelity Municipal Bond Opportunities ETF FMUB Stock Holding History

Concurrent Investment Advisors’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
Q2 		$2.97M Sell
57,694
-2,023
-3% -$103K 0.03% 591
2026
Q1 		$3.02M Buy
59,717
+42,985
+257% +$2.2M 0.03% 482
2025
Q4 		$853K Buy
+16,732
New +$855K 0.01% 904

Other funds holding FMUB

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
CRW
Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HCM
Hicks Capital Management Columbus, Ohio $122M AUM 17.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GFPL
GAINLINE FINANCIAL PARTNERS, LLC Louisville, Colorado $107M AUM

Concurrent Investment Advisors's FMUB Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Fidelity Municipal Bond Opportunities ETF (FMUB) stake by 3.4% in Q2 2026, selling an estimated $103K and leaving 57,694 shares worth $2.97M. The position accounts for 0.03% of the portfolio, ranked #591.

Concurrent Investment Advisors first reported a position in FMUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.02M in Q1 2026. 20 funds tracked by Wall St. Rank hold FMUB as of Q2 2026.

  • Concurrent Investment Advisors held 57,694 shares of Fidelity Municipal Bond Opportunities ETF worth $2.97M as of Q2 2026.
  • Concurrent Investment Advisors sold 2,023 Fidelity Municipal Bond Opportunities ETF shares in Q2 2026, an estimated $103K.
  • Fidelity Municipal Bond Opportunities ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #591 holding.
  • Concurrent Investment Advisors first reported a position in Fidelity Municipal Bond Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Fidelity Municipal Bond Opportunities ETF position peaked at $3.02M in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Fidelity Municipal Bond Opportunities ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.