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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.5K Sell
1,618
-17
-1% -$341 ﹤0.01% 835
2026
Q1 		$32.8K Buy
1,635
+11
+0.7% +$221 ﹤0.01% 794
2025
Q4 		$32.6K Buy
1,624
+33
+2% +$663 ﹤0.01% 795
2025
Q3 		$32K Buy
1,591
+3
+0.2% +$60 ﹤0.01% 791
2025
Q2 		$31.9K Buy
1,588
+22
+1% +$442 ﹤0.01% 753
2025
Q1 		$31.5K Buy
1,566
+414
+36% +$8.33K ﹤0.01% 693
2024
Q4 		$23.1K Buy
+1,152
New +$23.2K ﹤0.01% 736

Other funds holding FUMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
GSG Advisors Mount Laurel, New Jersey $454M AUM 28.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM

Golden State Wealth Management's FUMB Position: Q2 2026 in Review

Golden State Wealth Management reduced its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 1% in Q2 2026, selling an estimated $341 and leaving 1,618 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Golden State Wealth Management first reported a position in FUMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.8K in Q1 2026. 85 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

  • Golden State Wealth Management held 1,618 shares of First Trust Ultra Short Duration Municipal ETF worth $32.5K as of Q2 2026.
  • Golden State Wealth Management sold 17 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $341.
  • First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #835 holding.
  • Golden State Wealth Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's First Trust Ultra Short Duration Municipal ETF position peaked at $32.8K in Q1 2026.
  • 85 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.