UCFA
GMUB

United Capital Financial Advisors’s Goldman Sachs Municipal Income ETF GMUB Stock Holding History

United Capital Financial 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
Q1 		$13.5M Buy
264,570
+166,175
+169% +$8.55M 0.08% 196
2025
Q4 		$5.04M Buy
+98,395
New +$5.02M 0.03% 350

Other funds holding GMUB

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $109B AUM 21.36% 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 $374B AUM 17.66% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PIA
Pinion Investment Advisors Wichita, Kansas $428M AUM 19.1% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return

United Capital Financial Advisors's GMUB Position: Q1 2026 in Review

United Capital Financial Advisors increased its Goldman Sachs Municipal Income ETF (GMUB) stake by 169% in Q1 2026, buying an estimated $8.55M and bringing the position to 264,570 shares worth $13.5M. The position accounts for 0.08% of the portfolio, ranked #196.

United Capital Financial Advisors first reported a position in GMUB in Q4 2025 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold GMUB as of Q1 2026.

  • United Capital Financial Advisors held 264,570 shares of Goldman Sachs Municipal Income ETF worth $13.5M as of Q1 2026.
  • United Capital Financial Advisors bought 166,175 Goldman Sachs Municipal Income ETF shares in Q1 2026, an estimated $8.55M.
  • Goldman Sachs Municipal Income ETF made up 0.08% of United Capital Financial Advisors's portfolio in Q1 2026, its #196 holding.
  • United Capital Financial Advisors first reported a position in Goldman Sachs Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Goldman Sachs Municipal Income ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.