CASB
FTMU

Cape Ann Savings Bank’s Franklin Municipal Income ETF FTMU Stock Holding History

Cape Ann Savings Bank’s Portfolio FTMU Stock Details FTMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$239K Hold
30,139
– – 0.11% 108
2026
Q1 		$235K Buy
+30,139
New +$237K 0.12% 111

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UBS Group
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cape Ann Savings Bank's FTMU Position: Q2 2026 in Review

Cape Ann Savings Bank held its Franklin Municipal Income ETF (FTMU) position steady in Q2 2026 at 30,139 shares worth $239K. The position accounts for 0.11% of the portfolio, ranked #108.

Cape Ann Savings Bank first reported a position in FTMU in Q1 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold FTMU as of Q2 2026.

  • Cape Ann Savings Bank held 30,139 shares of Franklin Municipal Income ETF worth $239K as of Q2 2026.
  • Cape Ann Savings Bank left its Franklin Municipal Income ETF share count unchanged in Q2 2026.
  • Franklin Municipal Income ETF made up 0.11% of Cape Ann Savings Bank's portfolio in Q2 2026, its #108 holding.
  • Cape Ann Savings Bank first reported a position in Franklin Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Franklin Municipal Income ETF as of Q2 2026.

Based on Cape Ann Savings Bank's 13F filing for Q2 2026, filed 4 Aug 2026.