Carson Wealth (CWM LLC)
FTMS

Carson Wealth (CWM LLC)’s Franklin Short-Term Municipal Income ETF FTMS Stock Holding History

Carson Wealth (CWM LLC)’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 		$33.3K Hold
3,362
– – ﹤0.01% 4094
2025
Q4 		$33K Buy
+3,362
New +$33.4K ﹤0.01% 3903

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Carson Wealth (CWM LLC)'s FTMS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Franklin Short-Term Municipal Income ETF (FTMS) position steady in Q1 2026 at 3,362 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4094.

Carson Wealth (CWM LLC) first reported a position in FTMS in Q4 2025 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold FTMS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,362 shares of Franklin Short-Term Municipal Income ETF worth $33.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Franklin Short-Term Municipal Income ETF share count unchanged in Q1 2026.
  • Franklin Short-Term Municipal Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4094 holding.
  • Carson Wealth (CWM LLC) first reported a position in Franklin Short-Term Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.