SWA
GMUB

SOA Wealth Advisors’s Goldman Sachs Municipal Income ETF GMUB Stock Holding History

SOA Wealth Advisors’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 		– Sell
-39
Closed -$1.99K – 954
2026
Q1 		$1.99K Buy
+39
New +$2.01K ﹤0.01% 712

Other funds holding GMUB

Betterment LLC
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
Envestnet Asset Management
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
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
JP Morgan Chase
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

SOA Wealth Advisors's GMUB Position: Q2 2026 in Review

SOA Wealth Advisors sold out of Goldman Sachs Municipal Income ETF (GMUB) in Q2 2026, closing a stake of 39 shares — an estimated $1.99K sold.

SOA Wealth Advisors first reported a position in GMUB in Q1 2026 and held it in 1 quarter. The position peaked at $1.99K in Q1 2026. 61 funds tracked by Wall St. Rank hold GMUB as of Q2 2026.

  • SOA Wealth Advisors reported no remaining Goldman Sachs Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • SOA Wealth Advisors sold 39 Goldman Sachs Municipal Income ETF shares in Q2 2026, an estimated $1.99K.
  • SOA Wealth Advisors first reported a position in Goldman Sachs Municipal Income ETF in Q1 2026 and held it in 1 quarter.
  • SOA Wealth Advisors's Goldman Sachs Municipal Income ETF position peaked at $1.99K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held Goldman Sachs Municipal Income ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.