Creative Planning
FTMU

Creative Planning’s Franklin Municipal Income ETF FTMU Stock Holding History

Creative 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 		$123K Buy
15,529
+2,368
+18% +$18.6K ﹤0.01% 4009
2026
Q1 		$103K Buy
13,161
+55
+0.4% +$433 ﹤0.01% 3898
2025
Q4 		$102K Buy
+13,106
New +$103K ﹤0.01% 3714

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

Creative Planning's FTMU Position: Q2 2026 in Review

Creative Planning increased its Franklin Municipal Income ETF (FTMU) stake by 18% in Q2 2026, buying an estimated $18.6K and bringing the position to 15,529 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #4009.

Creative 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.

  • Creative Planning held 15,529 shares of Franklin Municipal Income ETF worth $123K as of Q2 2026.
  • Creative Planning bought 2,368 Franklin Municipal Income ETF shares in Q2 2026, an estimated $18.6K.
  • Franklin Municipal Income ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4009 holding.
  • Creative 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 Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.