Keebeck Wealth Management’s Goldman Sachs Ultra Short Municipal Income ETF GUMI Stock Holding History

Keebeck Wealth Management’s Portfolio GUMI Stock Details GUMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$200K	Buy	+3,970	New	+$200K	0.02%	409
2025 Q4	–	Sell	-7,950	Closed	-$401K	–	392
2025 Q3	$401K	Buy	+7,950	New	+$400K	0.05%	248

Other funds holding GUMI

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Keebeck Wealth Management's GUMI Position: Q1 2026 in Review

Keebeck Wealth Management opened a new position in Goldman Sachs Ultra Short Municipal Income ETF (GUMI) in Q1 2026: 3,970 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #409 among its holdings. This is a return to the name: Keebeck Wealth Management previously reported a position in GUMI as recently as Q3 2025.

Keebeck Wealth Management first reported a position in GUMI in Q3 2025 and has held it in 2 quarters since. The position peaked at $401K in Q3 2025. 12 funds tracked by Wall St. Rank hold GUMI as of Q1 2026.

Keebeck Wealth Management held 3,970 shares of Goldman Sachs Ultra Short Municipal Income ETF worth $200K as of Q1 2026.
Goldman Sachs Ultra Short Municipal Income ETF was a new Keebeck Wealth Management position in Q1 2026.
Goldman Sachs Ultra Short Municipal Income ETF made up 0.02% of Keebeck Wealth Management's portfolio in Q1 2026, its #409 holding.
Keebeck Wealth Management first reported a position in Goldman Sachs Ultra Short Municipal Income ETF in Q3 2025 and has held it in 2 quarters since.
Keebeck Wealth Management's Goldman Sachs Ultra Short Municipal Income ETF position peaked at $401K in Q3 2025.
12 funds tracked by Wall St. Rank held Goldman Sachs Ultra Short Municipal Income ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.