KWM
GUMI

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
Q2 		$351K Buy
6,970
+3,000
+76% +$151K 0.03% 335
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

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Keebeck Wealth Management's GUMI Position: Q2 2026 in Review

Keebeck Wealth Management increased its Goldman Sachs Ultra Short Municipal Income ETF (GUMI) stake by 76% in Q2 2026, buying an estimated $151K and bringing the position to 6,970 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #335.

Keebeck Wealth Management first reported a position in GUMI in Q3 2025 and has held it in 3 quarters since. The position peaked at $401K in Q3 2025. 17 funds tracked by Wall St. Rank hold GUMI as of Q2 2026.

  • Keebeck Wealth Management held 6,970 shares of Goldman Sachs Ultra Short Municipal Income ETF worth $351K as of Q2 2026.
  • Keebeck Wealth Management bought 3,000 Goldman Sachs Ultra Short Municipal Income ETF shares in Q2 2026, an estimated $151K.
  • Goldman Sachs Ultra Short Municipal Income ETF made up 0.03% of Keebeck Wealth Management's portfolio in Q2 2026, its #335 holding.
  • Keebeck Wealth Management first reported a position in Goldman Sachs Ultra Short Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Keebeck Wealth Management's Goldman Sachs Ultra Short Municipal Income ETF position peaked at $401K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Goldman Sachs Ultra Short Municipal Income ETF as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.