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VAQUERO PRIVATE WEALTH, LTD’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

VAQUERO PRIVATE WEALTH, LTD’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 		$4.77M Buy
+237,797
New +$4.77M 0.98% 36

Other funds holding FUMB

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
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

VAQUERO PRIVATE WEALTH, LTD's FUMB Position: Q2 2026 in Review

VAQUERO PRIVATE WEALTH, LTD opened a new position in First Trust Ultra Short Duration Municipal ETF (FUMB) in Q2 2026: 237,797 shares worth $4.77M. The stake represents 0.98% of the portfolio and ranks #36 among its holdings.

11 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

  • VAQUERO PRIVATE WEALTH, LTD held 237,797 shares of First Trust Ultra Short Duration Municipal ETF worth $4.77M as of Q2 2026.
  • First Trust Ultra Short Duration Municipal ETF was a new VAQUERO PRIVATE WEALTH, LTD position in Q2 2026.
  • First Trust Ultra Short Duration Municipal ETF made up 0.98% of VAQUERO PRIVATE WEALTH, LTD's portfolio in Q2 2026, its #36 holding.
  • 11 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on VAQUERO PRIVATE WEALTH, LTD's 13F filing for Q2 2026, filed 17 Jul 2026.