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

Summit 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 Q2	$212K	Buy	+4,208	New	+$212K	﹤0.01%	1507

Other funds holding GUMI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Summit Financial's GUMI Position: Q2 2026 in Review

Summit Financial opened a new position in Goldman Sachs Ultra Short Municipal Income ETF (GUMI) in Q2 2026: 4,208 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #1507 among its holdings.

17 funds tracked by Wall St. Rank hold GUMI as of Q2 2026.

Summit Financial held 4,208 shares of Goldman Sachs Ultra Short Municipal Income ETF worth $212K as of Q2 2026.
Goldman Sachs Ultra Short Municipal Income ETF was a new Summit Financial position in Q2 2026.
Goldman Sachs Ultra Short Municipal Income ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1507 holding.
17 funds tracked by Wall St. Rank held Goldman Sachs Ultra Short Municipal Income ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.