XY Planning Network
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XY Planning Network’s Goldman Sachs Ultra Short Municipal Income ETF GUMI Stock Holding History

XY Planning Network’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
Q3 		$791K Sell
15,767
-704
-4% -$35.4K 0.09% 184
2026
Q2 		$830K Buy
+16,471
New +$829K 0.1% 162

Other funds holding GUMI

Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

XY Planning Network's GUMI Position: Q3 2026 in Review

XY Planning Network reduced its Goldman Sachs Ultra Short Municipal Income ETF (GUMI) stake by 4.3% in Q3 2026, selling an estimated $35.4K and leaving 15,767 shares worth $791K. The position accounts for 0.09% of the portfolio, ranked #184.

XY Planning Network first reported a position in GUMI in Q2 2026 and has held it in 2 quarters since. The position peaked at $830K in Q2 2026. 2 funds tracked by Wall St. Rank hold GUMI as of Q3 2026.

  • XY Planning Network held 15,767 shares of Goldman Sachs Ultra Short Municipal Income ETF worth $791K as of Q3 2026.
  • XY Planning Network sold 704 Goldman Sachs Ultra Short Municipal Income ETF shares in Q3 2026, an estimated $35.4K.
  • Goldman Sachs Ultra Short Municipal Income ETF made up 0.09% of XY Planning Network's portfolio in Q3 2026, its #184 holding.
  • XY Planning Network first reported a position in Goldman Sachs Ultra Short Municipal Income ETF in Q2 2026 and has held it in 2 quarters since.
  • XY Planning Network's Goldman Sachs Ultra Short Municipal Income ETF position peaked at $830K in Q2 2026.
  • 2 funds tracked by Wall St. Rank held Goldman Sachs Ultra Short Municipal Income ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.