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 Q3	$2.16M	Buy	221,555 +30,929	+16%	+$305K	0.7%	46
2026 Q2	$1.9M	Sell	190,626 -7,004	-4%	-$69.5K	0.72%	41
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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

IRON Financial Northbrook, Illinois $241M AUM 15.6% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Investmark Advisory Group's FTMS Position: Q3 2026 in Review

Investmark Advisory Group increased its Franklin Short-Term Municipal Income ETF (FTMS) stake by 16% in Q3 2026, buying an estimated $305K and bringing the position to 221,555 shares worth $2.16M. The position accounts for 0.7% of the portfolio, ranked #46.

Investmark Advisory Group first reported a position in FTMS in Q4 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold FTMS as of Q3 2026.

Investmark Advisory Group held 221,555 shares of Franklin Short-Term Municipal Income ETF worth $2.16M as of Q3 2026.
Investmark Advisory Group bought 30,929 Franklin Short-Term Municipal Income ETF shares in Q3 2026, an estimated $305K.
Franklin Short-Term Municipal Income ETF made up 0.7% of Investmark Advisory Group's portfolio in Q3 2026, its #46 holding.
Investmark Advisory Group first reported a position in Franklin Short-Term Municipal Income ETF in Q4 2025 and has held it in 4 quarters since.
11 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q3 2026.

Based on Investmark Advisory Group's 13F filing for Q3 2026, filed 27 Oct 2026.