IAG
FTMS

Investmark Advisory Group’s Franklin Short-Term Municipal Income ETF FTMS Stock Holding History

Investmark Advisory Group’s Portfolio FTMS Stock Details FTMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.96M Sell
197,630
-2,903
-1% -$29K 0.84% 39
2025
Q4 		$1.99M Buy
+200,533
New +$1.99M 0.85% 39

Other funds holding FTMS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Investmark Advisory Group's FTMS Position: Q1 2026 in Review

Investmark Advisory Group reduced its Franklin Short-Term Municipal Income ETF (FTMS) stake by 1.4% in Q1 2026, selling an estimated $29K and leaving 197,630 shares worth $1.96M. The position accounts for 0.84% of the portfolio, ranked #39.

Investmark Advisory Group first reported a position in FTMS in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.99M in Q4 2025. 39 funds tracked by Wall St. Rank hold FTMS as of Q1 2026.

  • Investmark Advisory Group held 197,630 shares of Franklin Short-Term Municipal Income ETF worth $1.96M as of Q1 2026.
  • Investmark Advisory Group sold 2,903 Franklin Short-Term Municipal Income ETF shares in Q1 2026, an estimated $29K.
  • Franklin Short-Term Municipal Income ETF made up 0.84% of Investmark Advisory Group's portfolio in Q1 2026, its #39 holding.
  • Investmark Advisory Group first reported a position in Franklin Short-Term Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Investmark Advisory Group's Franklin Short-Term Municipal Income ETF position peaked at $1.99M in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.