CWRP
FTMU

Cassady Wealth & Retirement Planning’s Franklin Municipal Income ETF FTMU Stock Holding History

Cassady Wealth & Retirement Planning’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 		$188K Hold
23,725
– – 0.09% 103
2026
Q1 		$187K Hold
23,725
– – 0.1% 100
2025
Q4 		$185K Buy
+23,725
New +$186K 0.12% 96

Other funds holding FTMU

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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

Cassady Wealth & Retirement Planning's FTMU Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning held its Franklin Municipal Income ETF (FTMU) position steady in Q2 2026 at 23,725 shares worth $188K. The position accounts for 0.09% of the portfolio, ranked #103.

Cassady Wealth & Retirement Planning first reported a position in FTMU in Q4 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold FTMU as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 23,725 shares of Franklin Municipal Income ETF worth $188K as of Q2 2026.
  • Cassady Wealth & Retirement Planning left its Franklin Municipal Income ETF share count unchanged in Q2 2026.
  • Franklin Municipal Income ETF made up 0.09% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #103 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Franklin Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held Franklin Municipal Income ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.