Stifel Financial
GUMI

Stifel Financial’s Goldman Sachs Ultra Short Municipal Income ETF GUMI Stock Holding History

Stifel Financial’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 		$1.01M Hold
20,017
– – ﹤0.01% 2452
2025
Q4 		$1.01M Hold
20,017
– – ﹤0.01% 2431
2025
Q3 		$1.01M Sell
20,017
-4,968
-20% -$250K ﹤0.01% 2387
2025
Q2 		$1.26M Buy
+24,985
New +$1.25M ﹤0.01% 2177

Other funds holding GUMI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $6.28B AUM 24.26% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 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 $1.62B AUM 27.01% 1-Year Est. Return

Stifel Financial's GUMI Position: Q1 2026 in Review

Stifel Financial held its Goldman Sachs Ultra Short Municipal Income ETF (GUMI) position steady in Q1 2026 at 20,017 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2452.

Stifel Financial first reported a position in GUMI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.26M in Q2 2025. 12 funds tracked by Wall St. Rank hold GUMI as of Q1 2026.

  • Stifel Financial held 20,017 shares of Goldman Sachs Ultra Short Municipal Income ETF worth $1.01M as of Q1 2026.
  • Stifel Financial left its Goldman Sachs Ultra Short Municipal Income ETF share count unchanged in Q1 2026.
  • Goldman Sachs Ultra Short Municipal Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2452 holding.
  • Stifel Financial first reported a position in Goldman Sachs Ultra Short Municipal Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Stifel Financial's Goldman Sachs Ultra Short Municipal Income ETF position peaked at $1.26M in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Goldman Sachs Ultra Short Municipal Income ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.