Balboa Wealth Partners’s Franklin Short-Term Municipal Income ETF FTMS Stock Holding History

Balboa Wealth Partners’s Portfolio FTMS Stock Details FTMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$370K	Buy	38,004 +2,119	+6%	+$20.9K	0.05%	284
2026 Q2	$357K	Hold	35,885	–	–	0.05%	302
2026 Q1	$355K	Hold	35,885	–	–	0.06%	264
2025 Q4	$356K	Buy	+35,885	New	+$357K	0.06%	248

Other funds holding FTMS

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IRON Financial Northbrook, Illinois $241M AUM 15.6% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Balboa Wealth Partners's FTMS Position: Q3 2026 in Review

Balboa Wealth Partners increased its Franklin Short-Term Municipal Income ETF (FTMS) stake by 5.9% in Q3 2026, buying an estimated $20.9K and bringing the position to 38,004 shares worth $370K. The position accounts for 0.05% of the portfolio, ranked #284.

Balboa Wealth Partners first reported a position in FTMS in Q4 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold FTMS as of Q3 2026.

Balboa Wealth Partners held 38,004 shares of Franklin Short-Term Municipal Income ETF worth $370K as of Q3 2026.
Balboa Wealth Partners bought 2,119 Franklin Short-Term Municipal Income ETF shares in Q3 2026, an estimated $20.9K.
Franklin Short-Term Municipal Income ETF made up 0.05% of Balboa Wealth Partners's portfolio in Q3 2026, its #284 holding.
Balboa Wealth Partners first reported a position in Franklin Short-Term Municipal Income ETF in Q4 2025 and has held it in 4 quarters since.
7 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.