Summit Financial’s abrdn Ultra Short Municipal Income Active ETF AMUN Stock Holding History

Summit Financial’s Portfolio AMUN Stock Details AMUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$302K	Buy	+11,639	New	+$303K	﹤0.01%	1332

Other funds holding AMUN

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

CBIZ Investment Advisory Services Independence, Ohio $2.86B AUM 9.79% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

BSC

BOLTON SECURITIES CORPORATION Bolton, Massachusetts $2.66B AUM 30.52% 1-Year Est. Return

Summit Financial's AMUN Position: Q3 2026 in Review

Summit Financial opened a new position in abrdn Ultra Short Municipal Income Active ETF (AMUN) in Q3 2026: 11,639 shares worth $302K. The stake represents ﹤0.01% of the portfolio and ranks #1332 among its holdings.

9 funds tracked by Wall St. Rank hold AMUN as of Q3 2026.

Summit Financial held 11,639 shares of abrdn Ultra Short Municipal Income Active ETF worth $302K as of Q3 2026.
abrdn Ultra Short Municipal Income Active ETF was a new Summit Financial position in Q3 2026.
abrdn Ultra Short Municipal Income Active ETF made up ﹤0.01% of Summit Financial's portfolio in Q3 2026, its #1332 holding.
9 funds tracked by Wall St. Rank held abrdn Ultra Short Municipal Income Active ETF as of Q3 2026.

Based on Summit Financial's 13F filing for Q3 2026, filed 12 Nov 2026.