Sowell Financial Services
GMUB icon

Sowell Financial Services’s Goldman Sachs Municipal Income ETF GMUB Stock Holding History

Sowell Financial Services’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
Q3 		$3.65M Buy
74,804
+3,062
+4% +$155K 0.12% 184
2026
Q2 		$3.69M Buy
71,742
+1,301
+2% +$66.6K 0.12% 188
2026
Q1 		$3.59M Buy
70,441
+198
+0.3% +$10.2K 0.13% 165
2025
Q4 		$3.6M Buy
70,243
+1,455
+2% +$74.3K 0.13% 153
2025
Q3 		$3.5M Buy
68,788
+24,269
+55% +$1.22M 0.13% 159
2025
Q2 		$2.22M Buy
+44,519
New +$2.2M 0.09% 235

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Heartwood Wealth Advisors
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
GoalVest Advisory
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Peak Financial Advisors
Peak Financial Advisors Denver, Colorado $232M AUM 12.16% 1-Year Est. Return
Asio Capital
Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Sowell Financial Services's GMUB Position: Q3 2026 in Review

Sowell Financial Services increased its Goldman Sachs Municipal Income ETF (GMUB) stake by 4.3% in Q3 2026, buying an estimated $155K and bringing the position to 74,804 shares worth $3.65M. The position accounts for 0.12% of the portfolio, ranked #184.

Sowell Financial Services first reported a position in GMUB in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.69M in Q2 2026. 60 funds tracked by Wall St. Rank hold GMUB as of Q3 2026.

  • Sowell Financial Services held 74,804 shares of Goldman Sachs Municipal Income ETF worth $3.65M as of Q3 2026.
  • Sowell Financial Services bought 3,062 Goldman Sachs Municipal Income ETF shares in Q3 2026, an estimated $155K.
  • Goldman Sachs Municipal Income ETF made up 0.12% of Sowell Financial Services's portfolio in Q3 2026, its #184 holding.
  • Sowell Financial Services first reported a position in Goldman Sachs Municipal Income ETF in Q2 2025 and has held it in 6 quarters since.
  • Sowell Financial Services's Goldman Sachs Municipal Income ETF position peaked at $3.69M in Q2 2026.
  • 60 funds tracked by Wall St. Rank held Goldman Sachs Municipal Income ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.