Matthew Hamilton Rosenberg’s Goldman Sachs Ultra Short Municipal Income ETF GUMI Stock Holding History

Matthew Hamilton Rosenberg’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	$75K	Buy	+1,488	New	+$75K	0.02%	372

Other funds holding GUMI

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

HighTower Advisors

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

Cary Street Partners Richmond, Virginia $4.04B AUM 18.4% 1-Year Est. Return

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

Stifel Financial

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

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

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

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

Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return