BWA
FTMS

Beam Wealth Advisors’s Franklin Short-Term Municipal Income ETF FTMS Stock Holding History

Beam Wealth Advisors’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
Q1 		$313K Sell
31,592
-1,320
-4% -$13.2K 0.08% 102
2025
Q4 		$327K Buy
+32,912
New +$327K 0.09% 101

Other funds holding FTMS

Wealth Enhancement Advisory Services
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
IAG
Investmark Advisory Group Shelton, Connecticut $234M AUM 16.71% 1-Year Est. Return

Beam Wealth Advisors's FTMS Position: Q1 2026 in Review

Beam Wealth Advisors reduced its Franklin Short-Term Municipal Income ETF (FTMS) stake by 4% in Q1 2026, selling an estimated $13.2K and leaving 31,592 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #102.

Beam Wealth Advisors first reported a position in FTMS in Q4 2025 and has held it in 2 quarters since. The position peaked at $327K in Q4 2025. 39 funds tracked by Wall St. Rank hold FTMS as of Q1 2026.

  • Beam Wealth Advisors held 31,592 shares of Franklin Short-Term Municipal Income ETF worth $313K as of Q1 2026.
  • Beam Wealth Advisors sold 1,320 Franklin Short-Term Municipal Income ETF shares in Q1 2026, an estimated $13.2K.
  • Franklin Short-Term Municipal Income ETF made up 0.08% of Beam Wealth Advisors's portfolio in Q1 2026, its #102 holding.
  • Beam Wealth Advisors first reported a position in Franklin Short-Term Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Beam Wealth Advisors's Franklin Short-Term Municipal Income ETF position peaked at $327K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q1 2026.

Based on Beam Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.