Inspirion Wealth Advisors’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Inspirion Wealth Advisors’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	$980K	Sell	48,882 -5,000	-9%	-$100K	0.11%	76
2026 Q1	$1.08M	Buy	53,882 +3,871	+8%	+$77.8K	0.13%	69
2025 Q4	$1M	Sell	50,011 -46,925	-48%	-$942K	0.12%	71
2025 Q3	$1.95M	Buy	96,936 +22,575	+30%	+$455K	0.27%	37
2025 Q2	$1.49M	Sell	74,361 -12,900	-15%	-$259K	0.2%	50
2025 Q1	$1.75M	Sell	87,261 -9,675	-10%	-$195K	0.24%	38
2024 Q4	$1.95M	Hold	96,936	–	–	0.27%	37
2024 Q3	$1.95M	Sell	96,936 -59,929	-38%	-$1.21M	0.27%	37
2024 Q2	$3.15M	Sell	156,865 -12,900	-8%	-$259K	0.48%	25
2024 Q1	$3.4M	Sell	169,765 -7,500	-4%	-$151K	0.56%	25
2023 Q4	$3.56M	Sell	177,265 -5,000	-3%	-$100K	0.64%	25
2023 Q3	$3.63M	Sell	182,265 -3,702	-2%	-$73.9K	0.71%	25
2023 Q2	$3.72M	Sell	185,967 -8,510	-4%	-$170K	0.71%	25
2023 Q1	$3.88M	Sell	194,477 -38,911	-17%	-$777K	0.78%	24
2022 Q4	$4.66M	Sell	233,388 -33,400	-13%	-$665K	0.99%	23
2022 Q3	$5.29M	Buy	266,788 +7,960	+3%	+$159K	1.19%	21
2022 Q2	$5.17M	Buy	+258,828	New	+$5.16M	1.13%	22

Other funds holding FUMB

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

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IIL

Insight Inv LLC El Segundo, California $212M AUM 60.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WWWM

White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return

MFG

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

Inspirion Wealth Advisors's FUMB Position: Q2 2026 in Review

Inspirion Wealth Advisors reduced its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 9.3% in Q2 2026, selling an estimated $100K and leaving 48,882 shares worth $980K. The position accounts for 0.11% of the portfolio, ranked #76.

Inspirion Wealth Advisors first reported a position in FUMB in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.29M in Q3 2022. 35 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

Inspirion Wealth Advisors held 48,882 shares of First Trust Ultra Short Duration Municipal ETF worth $980K as of Q2 2026.
Inspirion Wealth Advisors sold 5,000 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $100K.
First Trust Ultra Short Duration Municipal ETF made up 0.11% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #76 holding.
Inspirion Wealth Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2022 and has held it in 17 quarters since.
Inspirion Wealth Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $5.29M in Q3 2022.
35 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.