GSWM
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Golden State Wealth Management’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Golden State Wealth Management’s Portfolio FUMB Stock Details FUMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$31.9K Buy
1,588
+22
+1% +$442 ﹤0.01% 753
2025
Q1 		$31.5K Buy
1,566
+414
+36% +$8.32K ﹤0.01% 693
2024
Q4 		$23.1K Buy
+1,152
New +$23.1K ﹤0.01% 736