Carson Wealth (CWM LLC)
FTMU

Carson Wealth (CWM LLC)’s Franklin Municipal Income ETF FTMU Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$339K Sell
43,528
-1,297
-3% -$10.2K ﹤0.01% 2302
2025
Q4 		$350K Buy
+44,825
New +$351K ﹤0.01% 2158

Other funds holding FTMU

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Franklin Municipal Income ETF (FTMU) stake by 2.9% in Q1 2026, selling an estimated $10.2K and leaving 43,528 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #2302.

Carson Wealth (CWM LLC) first reported a position in FTMU in Q4 2025 and has held it in 2 quarters since. The position peaked at $350K in Q4 2025. 74 funds tracked by Wall St. Rank hold FTMU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 43,528 shares of Franklin Municipal Income ETF worth $339K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,297 Franklin Municipal Income ETF shares in Q1 2026, an estimated $10.2K.
  • Franklin Municipal Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2302 holding.
  • Carson Wealth (CWM LLC) first reported a position in Franklin Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s Franklin Municipal Income ETF position peaked at $350K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Franklin Municipal Income ETF as of Q1 2026.

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