SFA
FMUB

Sequoia Financial Advisors’s Fidelity Municipal Bond Opportunities ETF FMUB Stock Holding History

Sequoia Financial Advisors’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 		$319K Hold
6,199
– – ﹤0.01% 1636
2026
Q1 		$314K Hold
6,199
– – ﹤0.01% 1547
2025
Q4 		$316K Buy
+6,199
New +$317K ﹤0.01% 1535

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sequoia Financial Advisors's FMUB Position: Q2 2026 in Review

Sequoia Financial Advisors held its Fidelity Municipal Bond Opportunities ETF (FMUB) position steady in Q2 2026 at 6,199 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

Sequoia Financial Advisors first reported a position in FMUB in Q4 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold FMUB as of Q2 2026.

  • Sequoia Financial Advisors held 6,199 shares of Fidelity Municipal Bond Opportunities ETF worth $319K as of Q2 2026.
  • Sequoia Financial Advisors left its Fidelity Municipal Bond Opportunities ETF share count unchanged in Q2 2026.
  • Fidelity Municipal Bond Opportunities ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1636 holding.
  • Sequoia Financial Advisors first reported a position in Fidelity Municipal Bond Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Fidelity Municipal Bond Opportunities ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.