Hicks Capital Management’s Fidelity Municipal Bond Opportunities ETF FMUB Stock Holding History

Hicks Capital Management’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 Q3	$2.56M	Hold	49,866	–	–	2.1%	13
2026 Q2	$2.56M	Buy	49,866 +16,766	+51%	+$857K	2.1%	13
2026 Q1	$1.67M	Buy	33,100 +22,699	+218%	+$1.16M	1.68%	15
2025 Q4	$530K	Buy	10,401 +265	+3%	+$13.5K	0.53%	28
2025 Q3	$516K	Buy	+10,136	New	+$508K	0.84%	23

Other funds holding FMUB

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Clarity Retirement & Wealth New Bedford, Massachusetts $146M AUM 10.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Hicks Capital Management's FMUB Position: Q3 2026 in Review

Hicks Capital Management held its Fidelity Municipal Bond Opportunities ETF (FMUB) position steady in Q3 2026 at 49,866 shares worth $2.56M. The position accounts for 2.1% of the portfolio, ranked #13.

Hicks Capital Management first reported a position in FMUB in Q3 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold FMUB as of Q3 2026.

Hicks Capital Management held 49,866 shares of Fidelity Municipal Bond Opportunities ETF worth $2.56M as of Q3 2026.
Hicks Capital Management left its Fidelity Municipal Bond Opportunities ETF share count unchanged in Q3 2026.
Fidelity Municipal Bond Opportunities ETF made up 2.1% of Hicks Capital Management's portfolio in Q3 2026, its #13 holding.
Hicks Capital Management first reported a position in Fidelity Municipal Bond Opportunities ETF in Q3 2025 and has held it in 5 quarters since.
23 funds tracked by Wall St. Rank held Fidelity Municipal Bond Opportunities ETF as of Q3 2026.

Based on Hicks Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.