SFMG Wealth Advisors’s Goldman Sachs Ultra Short Municipal Income ETF GUMI Stock Holding History

SFMG Wealth Advisors’s Portfolio GUMI Stock Details GUMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$610K	Buy	12,096 +2,304	+24%	+$116K	0.04%	172
2026 Q1	$494K	Sell	9,792 -5,090	-34%	-$256K	0.03%	189
2025 Q4	$748K	Buy	+14,882	New	+$748K	0.05%	136

Other funds holding GUMI

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

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

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

SFMG Wealth Advisors's GUMI Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Goldman Sachs Ultra Short Municipal Income ETF (GUMI) stake by 24% in Q2 2026, buying an estimated $116K and bringing the position to 12,096 shares worth $610K. The position accounts for 0.04% of the portfolio, ranked #172.

SFMG Wealth Advisors first reported a position in GUMI in Q4 2025 and has held it in 3 quarters since. The position peaked at $748K in Q4 2025. 17 funds tracked by Wall St. Rank hold GUMI as of Q2 2026.

SFMG Wealth Advisors held 12,096 shares of Goldman Sachs Ultra Short Municipal Income ETF worth $610K as of Q2 2026.
SFMG Wealth Advisors bought 2,304 Goldman Sachs Ultra Short Municipal Income ETF shares in Q2 2026, an estimated $116K.
Goldman Sachs Ultra Short Municipal Income ETF made up 0.04% of SFMG Wealth Advisors's portfolio in Q2 2026, its #172 holding.
SFMG Wealth Advisors first reported a position in Goldman Sachs Ultra Short Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
SFMG Wealth Advisors's Goldman Sachs Ultra Short Municipal Income ETF position peaked at $748K in Q4 2025.
17 funds tracked by Wall St. Rank held Goldman Sachs Ultra Short Municipal Income ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.