Avior Wealth Management
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Avior Wealth Management’s Franklin Municipal High Yield ETF FTMH Stock Holding History

Avior Wealth Management’s Portfolio FTMH Stock Details FTMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$379K Hold
34,937
– – 0.01% 591
2026
Q2 		$415K Hold
34,937
– – 0.01% 570
2026
Q1 		$403K Buy
+34,937
New +$407K 0.01% 587

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Davenport & Co
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BFA
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Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
RWM
Riverbend Wealth Management Myrtle Beach, South Carolina $220M AUM 23.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avior Wealth Management's FTMH Position: Q3 2026 in Review

Avior Wealth Management held its Franklin Municipal High Yield ETF (FTMH) position steady in Q3 2026 at 34,937 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #591.

Avior Wealth Management first reported a position in FTMH in Q1 2026 and has held it in 3 quarters since. The position peaked at $415K in Q2 2026. 9 funds tracked by Wall St. Rank hold FTMH as of Q3 2026.

  • Avior Wealth Management held 34,937 shares of Franklin Municipal High Yield ETF worth $379K as of Q3 2026.
  • Avior Wealth Management left its Franklin Municipal High Yield ETF share count unchanged in Q3 2026.
  • Franklin Municipal High Yield ETF made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #591 holding.
  • Avior Wealth Management first reported a position in Franklin Municipal High Yield ETF in Q1 2026 and has held it in 3 quarters since.
  • Avior Wealth Management's Franklin Municipal High Yield ETF position peaked at $415K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Franklin Municipal High Yield ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.