Landmark Wealth Management (New York)’s Fidelity Municipal Bond Opportunities ETF FMUB Stock Holding History

Landmark Wealth Management (New York)’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 Q1	$1.03M	Buy	20,262 +7,569	+60%	+$387K	0.27%	67
2025 Q4	$647K	Buy	12,693 +596	+5%	+$30.5K	0.25%	52
2025 Q3	$615K	Buy	12,097 +2,966	+32%	+$149K	0.24%	54
2025 Q2	$454K	Buy	+9,131	New	+$451K	0.19%	62

Other funds holding FMUB

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CRW

Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

HCM

Hicks Capital Management Columbus, Ohio $122M AUM 17.7% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Landmark Wealth Management (New York)'s FMUB Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its Fidelity Municipal Bond Opportunities ETF (FMUB) stake by 60% in Q1 2026, buying an estimated $387K and bringing the position to 20,262 shares worth $1.03M. The position accounts for 0.27% of the portfolio, ranked #67.

Landmark Wealth Management (New York) first reported a position in FMUB in Q2 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold FMUB as of Q1 2026.

Landmark Wealth Management (New York) held 20,262 shares of Fidelity Municipal Bond Opportunities ETF worth $1.03M as of Q1 2026.
Landmark Wealth Management (New York) bought 7,569 Fidelity Municipal Bond Opportunities ETF shares in Q1 2026, an estimated $387K.
Fidelity Municipal Bond Opportunities ETF made up 0.27% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #67 holding.
Landmark Wealth Management (New York) first reported a position in Fidelity Municipal Bond Opportunities ETF in Q2 2025 and has held it in 4 quarters since.
26 funds tracked by Wall St. Rank held Fidelity Municipal Bond Opportunities ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.