Golden State Equity Partners’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Golden State Equity Partners’s Portfolio FUMB Stock Details FUMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-10,186	Closed	-$204K	–	862
2026 Q1	$204K	Buy	+10,186	New	+$205K	0.02%	633
2025 Q4	–	Sell	-10,677	Closed	-$215K	–	502
2025 Q3	$215K	Sell	10,677 -236	-2%	-$4.75K	0.04%	416
2025 Q2	$219K	Buy	10,913 +580	+6%	+$11.6K	0.04%	397
2025 Q1	$208K	Buy	+10,333	New	+$208K	0.04%	404

Other funds holding FUMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

GSG Advisors Mount Laurel, New Jersey $454M AUM 28.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

Golden State Equity Partners's FUMB Position: Q2 2026 in Review

Golden State Equity Partners sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q2 2026, closing a stake of 10,186 shares — an estimated $204K sold.

Golden State Equity Partners first reported a position in FUMB in Q1 2025 and held it in 4 quarters. The position peaked at $219K in Q2 2025. 85 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

Golden State Equity Partners reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 10,186 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $204K.
Golden State Equity Partners first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2025 and held it in 4 quarters.
Golden State Equity Partners's First Trust Ultra Short Duration Municipal ETF position peaked at $219K in Q2 2025.
85 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.