Carson Wealth (CWM LLC)
FTPA

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

Carson Wealth (CWM LLC)’s Portfolio FTPA Stock Details FTPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,130
Closed -$27K – 5852
2025
Q4 		$27K Buy
+3,130
New +$27K ﹤0.01% 4009

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Morgan Stanley
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BFO
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Ameriprise
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Cambridge Investment Research Advisors
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JCM
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Carson Wealth (CWM LLC)'s FTPA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Franklin Pennsylvania Municipal Income ETF (FTPA) in Q1 2026, closing a stake of 3,130 shares — an estimated $27K sold.

Carson Wealth (CWM LLC) first reported a position in FTPA in Q4 2025 and held it in 1 quarter. The position peaked at $27K in Q4 2025. 28 funds tracked by Wall St. Rank hold FTPA as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Franklin Pennsylvania Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3,130 Franklin Pennsylvania Municipal Income ETF shares in Q1 2026, an estimated $27K.
  • Carson Wealth (CWM LLC) first reported a position in Franklin Pennsylvania Municipal Income ETF in Q4 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Franklin Pennsylvania Municipal Income ETF position peaked at $27K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held Franklin Pennsylvania Municipal Income ETF as of Q1 2026.

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