IAA
FTMH

Independent Advisor Alliance’s Franklin Municipal High Yield ETF FTMH Stock Holding History

Independent Advisor Alliance’s Portfolio FTMH Stock Details FTMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-36,433
Closed -$420K – 1687
2026
Q1 		$420K Buy
+36,433
New +$425K ﹤0.01% 1186

Other funds holding FTMH

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Independent Advisor Alliance's FTMH Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Franklin Municipal High Yield ETF (FTMH) in Q2 2026, closing a stake of 36,433 shares — an estimated $420K sold.

Independent Advisor Alliance first reported a position in FTMH in Q1 2026 and held it in 1 quarter. The position peaked at $420K in Q1 2026. 95 funds tracked by Wall St. Rank hold FTMH as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Franklin Municipal High Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 36,433 Franklin Municipal High Yield ETF shares in Q2 2026, an estimated $420K.
  • Independent Advisor Alliance first reported a position in Franklin Municipal High Yield ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Franklin Municipal High Yield ETF position peaked at $420K in Q1 2026.
  • 95 funds tracked by Wall St. Rank held Franklin Municipal High Yield ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.