SWA
GUMI

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
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

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

SFMG Wealth Advisors's GUMI Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its Goldman Sachs Ultra Short Municipal Income ETF (GUMI) stake by 34% in Q1 2026, selling an estimated $256K and leaving 9,792 shares worth $494K. The position accounts for 0.03% of the portfolio, ranked #189.

SFMG Wealth Advisors first reported a position in GUMI in Q4 2025 and has held it in 2 quarters since. The position peaked at $748K in Q4 2025. 12 funds tracked by Wall St. Rank hold GUMI as of Q1 2026.

  • SFMG Wealth Advisors held 9,792 shares of Goldman Sachs Ultra Short Municipal Income ETF worth $494K as of Q1 2026.
  • SFMG Wealth Advisors sold 5,090 Goldman Sachs Ultra Short Municipal Income ETF shares in Q1 2026, an estimated $256K.
  • Goldman Sachs Ultra Short Municipal Income ETF made up 0.03% of SFMG Wealth Advisors's portfolio in Q1 2026, its #189 holding.
  • SFMG Wealth Advisors first reported a position in Goldman Sachs Ultra Short Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • SFMG Wealth Advisors's Goldman Sachs Ultra Short Municipal Income ETF position peaked at $748K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Goldman Sachs Ultra Short Municipal Income ETF as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.