HWA
GMUB

Heartwood Wealth Advisors’s Goldman Sachs Municipal Income ETF GMUB Stock Holding History

Heartwood Wealth Advisors’s Portfolio GMUB Stock Details GMUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.6M Buy
497,558
+55,153
+12% +$2.83M 1.99% 17
2026
Q1 		$22.5M Buy
+442,405
New +$22.8M 1.97% 16

Other funds holding GMUB

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return

Heartwood Wealth Advisors's GMUB Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Goldman Sachs Municipal Income ETF (GMUB) stake by 12% in Q2 2026, buying an estimated $2.83M and bringing the position to 497,558 shares worth $25.6M. The position accounts for 1.99% of the portfolio, ranked #17.

Heartwood Wealth Advisors first reported a position in GMUB in Q1 2026 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold GMUB as of Q2 2026.

  • Heartwood Wealth Advisors held 497,558 shares of Goldman Sachs Municipal Income ETF worth $25.6M as of Q2 2026.
  • Heartwood Wealth Advisors bought 55,153 Goldman Sachs Municipal Income ETF shares in Q2 2026, an estimated $2.83M.
  • Goldman Sachs Municipal Income ETF made up 1.99% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Heartwood Wealth Advisors first reported a position in Goldman Sachs Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held Goldman Sachs Municipal Income ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.