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
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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
HCM
Hicks Capital Management Columbus, Ohio $122M AUM 17.7% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Osaic Holdings's FMUB Position: Q1 2026 in Review

Osaic Holdings reduced its Fidelity Municipal Bond Opportunities ETF (FMUB) stake by 5.3% in Q1 2026, selling an estimated $40.5K and leaving 14,137 shares worth $716K. The position accounts for ﹤0.01% of the portfolio, ranked #3013.

Osaic Holdings first reported a position in FMUB in Q2 2025 and has held it in 4 quarters since. The position peaked at $761K in Q4 2025. 26 funds tracked by Wall St. Rank hold FMUB as of Q1 2026.

  • Osaic Holdings held 14,137 shares of Fidelity Municipal Bond Opportunities ETF worth $716K as of Q1 2026.
  • Osaic Holdings sold 791 Fidelity Municipal Bond Opportunities ETF shares in Q1 2026, an estimated $40.5K.
  • Fidelity Municipal Bond Opportunities ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3013 holding.
  • Osaic Holdings first reported a position in Fidelity Municipal Bond Opportunities ETF in Q2 2025 and has held it in 4 quarters since.
  • Osaic Holdings's Fidelity Municipal Bond Opportunities ETF position peaked at $761K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held Fidelity Municipal Bond Opportunities ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.