Osaic Holdings
FMUB

Osaic Holdings’s Fidelity Municipal Bond Opportunities ETF FMUB Stock Holding History

Osaic Holdings’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
Q2 		$1.1M Buy
21,461
+7,324
+52% +$374K ﹤0.01% 2912
2026
Q1 		$716K Sell
14,137
-791
-5% -$40.5K ﹤0.01% 3013
2025
Q4 		$761K Buy
14,928
+6,403
+75% +$327K ﹤0.01% 2948
2025
Q3 		$434K Buy
8,525
+3,037
+55% +$152K ﹤0.01% 3539
2025
Q2 		$273K Buy
+5,488
New +$271K ﹤0.01% 3669

Other funds holding FMUB

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HCM
Hicks Capital Management Columbus, Ohio $122M AUM 17.7% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Osaic Holdings's FMUB Position: Q2 2026 in Review

Osaic Holdings increased its Fidelity Municipal Bond Opportunities ETF (FMUB) stake by 52% in Q2 2026, buying an estimated $374K and bringing the position to 21,461 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2912.

Osaic Holdings first reported a position in FMUB in Q2 2025 and has held it in 5 quarters since. 35 funds tracked by Wall St. Rank hold FMUB as of Q2 2026.

  • Osaic Holdings held 21,461 shares of Fidelity Municipal Bond Opportunities ETF worth $1.1M as of Q2 2026.
  • Osaic Holdings bought 7,324 Fidelity Municipal Bond Opportunities ETF shares in Q2 2026, an estimated $374K.
  • Fidelity Municipal Bond Opportunities ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2912 holding.
  • Osaic Holdings first reported a position in Fidelity Municipal Bond Opportunities ETF in Q2 2025 and has held it in 5 quarters since.
  • 35 funds tracked by Wall St. Rank held Fidelity Municipal Bond Opportunities ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.