Retirement Planning Group (Kansas)’s Goldman Sachs Municipal Income ETF GMUB Stock Holding History

Retirement Planning Group (Kansas)’s Portfolio GMUB Stock Details GMUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.49M	Buy	145,529 +23,356	+19%	+$1.2M	0.19%	53
2026 Q1	$6.22M	Buy	122,173 +33,582	+38%	+$1.73M	0.19%	50
2025 Q4	$4.53M	Buy	88,591 +15,399	+21%	+$786K	0.15%	63
2025 Q3	$3.72M	Buy	73,192 +17,389	+31%	+$871K	0.13%	71
2025 Q2	$2.79M	Buy	55,803 +43,276	+345%	+$2.14M	0.12%	69
2025 Q1	$623K	Buy	+12,527	New	+$626K	0.03%	182

Other funds holding GMUB

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Retirement Planning Group (Kansas)'s GMUB Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Goldman Sachs Municipal Income ETF (GMUB) stake by 19% in Q2 2026, buying an estimated $1.2M and bringing the position to 145,529 shares worth $7.49M. The position accounts for 0.19% of the portfolio, ranked #53.

Retirement Planning Group (Kansas) first reported a position in GMUB in Q1 2025 and has held it in 6 quarters since. 61 funds tracked by Wall St. Rank hold GMUB as of Q2 2026.

Retirement Planning Group (Kansas) held 145,529 shares of Goldman Sachs Municipal Income ETF worth $7.49M as of Q2 2026.
Retirement Planning Group (Kansas) bought 23,356 Goldman Sachs Municipal Income ETF shares in Q2 2026, an estimated $1.2M.
Goldman Sachs Municipal Income ETF made up 0.19% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #53 holding.
Retirement Planning Group (Kansas) first reported a position in Goldman Sachs Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
61 funds tracked by Wall St. Rank held Goldman Sachs Municipal Income ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.