OAM
GUMI

Occidental Asset Management’s Goldman Sachs Ultra Short Municipal Income ETF GUMI Stock Holding History

Occidental Asset 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 		$252K Buy
+5,000
New +$252K 0.03% 267

Other funds holding GUMI

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Occidental Asset Management's GUMI Position: Q2 2026 in Review

Occidental Asset Management opened a new position in Goldman Sachs Ultra Short Municipal Income ETF (GUMI) in Q2 2026: 5,000 shares worth $252K. The stake represents 0.03% of the portfolio and ranks #267 among its holdings.

6 funds tracked by Wall St. Rank hold GUMI as of Q2 2026.

  • Occidental Asset Management held 5,000 shares of Goldman Sachs Ultra Short Municipal Income ETF worth $252K as of Q2 2026.
  • Goldman Sachs Ultra Short Municipal Income ETF was a new Occidental Asset Management position in Q2 2026.
  • Goldman Sachs Ultra Short Municipal Income ETF made up 0.03% of Occidental Asset Management's portfolio in Q2 2026, its #267 holding.
  • 6 funds tracked by Wall St. Rank held Goldman Sachs Ultra Short Municipal Income ETF as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.