CIA
FTMU

Concurrent Investment Advisors’s Franklin Municipal Income ETF FTMU Stock Holding History

Concurrent Investment Advisors’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 		$113K Hold
14,274
– – ﹤0.01% 2018
2026
Q1 		$111K Hold
14,274
– – ﹤0.01% 1818
2025
Q4 		$112K Buy
+14,274
New +$112K ﹤0.01% 1696

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

Concurrent Investment Advisors's FTMU Position: Q2 2026 in Review

Concurrent Investment Advisors held its Franklin Municipal Income ETF (FTMU) position steady in Q2 2026 at 14,274 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

Concurrent Investment Advisors 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.

  • Concurrent Investment Advisors held 14,274 shares of Franklin Municipal Income ETF worth $113K as of Q2 2026.
  • Concurrent Investment Advisors left its Franklin Municipal Income ETF share count unchanged in Q2 2026.
  • Franklin Municipal Income ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #2018 holding.
  • Concurrent Investment Advisors 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.