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 Q3	$1.42M	Buy	29,644 +8,183	+38%	+$412K	﹤0.01%	2634
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 Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Clarity Retirement & Wealth New Bedford, Massachusetts $146M AUM 10.02% 1-Year Est. Return

Hicks Capital Management Columbus, Ohio $122M AUM 10.6% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Osaic Holdings's FMUB Position: Q3 2026 in Review

Osaic Holdings increased its Fidelity Municipal Bond Opportunities ETF (FMUB) stake by 38% in Q3 2026, buying an estimated $412K and bringing the position to 29,644 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2634.

Osaic Holdings first reported a position in FMUB in Q2 2025 and has held it in 6 quarters since. 26 funds tracked by Wall St. Rank hold FMUB as of Q3 2026.

Osaic Holdings held 29,644 shares of Fidelity Municipal Bond Opportunities ETF worth $1.42M as of Q3 2026.
Osaic Holdings bought 8,183 Fidelity Municipal Bond Opportunities ETF shares in Q3 2026, an estimated $412K.
Fidelity Municipal Bond Opportunities ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #2634 holding.
Osaic Holdings first reported a position in Fidelity Municipal Bond Opportunities ETF in Q2 2025 and has held it in 6 quarters since.
26 funds tracked by Wall St. Rank held Fidelity Municipal Bond Opportunities ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.