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
Q2 		$264K Sell
26,579
-5,013
-16% -$49.7K 0.06% 112
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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VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Beam Wealth Advisors's FTMS Position: Q2 2026 in Review

Beam Wealth Advisors reduced its Franklin Short-Term Municipal Income ETF (FTMS) stake by 16% in Q2 2026, selling an estimated $49.7K and leaving 26,579 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #112.

Beam Wealth Advisors first reported a position in FTMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $327K in Q4 2025. 41 funds tracked by Wall St. Rank hold FTMS as of Q2 2026.

  • Beam Wealth Advisors held 26,579 shares of Franklin Short-Term Municipal Income ETF worth $264K as of Q2 2026.
  • Beam Wealth Advisors sold 5,013 Franklin Short-Term Municipal Income ETF shares in Q2 2026, an estimated $49.7K.
  • Franklin Short-Term Municipal Income ETF made up 0.06% of Beam Wealth Advisors's portfolio in Q2 2026, its #112 holding.
  • Beam Wealth Advisors first reported a position in Franklin Short-Term Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Beam Wealth Advisors's Franklin Short-Term Municipal Income ETF position peaked at $327K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.