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 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 $59.8B AUM 29.42% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Investmark Advisory Group's FTMS Position: Q2 2026 in Review

Investmark Advisory Group reduced its Franklin Short-Term Municipal Income ETF (FTMS) stake by 3.5% in Q2 2026, selling an estimated $69.5K and leaving 190,626 shares worth $1.9M. The position accounts for 0.72% of the portfolio, ranked #41.

Investmark Advisory Group first reported a position in FTMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.99M in Q4 2025. 41 funds tracked by Wall St. Rank hold FTMS as of Q2 2026.

Investmark Advisory Group held 190,626 shares of Franklin Short-Term Municipal Income ETF worth $1.9M as of Q2 2026.
Investmark Advisory Group sold 7,004 Franklin Short-Term Municipal Income ETF shares in Q2 2026, an estimated $69.5K.
Franklin Short-Term Municipal Income ETF made up 0.72% of Investmark Advisory Group's portfolio in Q2 2026, its #41 holding.
Investmark Advisory Group first reported a position in Franklin Short-Term Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
Investmark Advisory Group's Franklin Short-Term Municipal Income ETF position peaked at $1.99M in Q4 2025.
41 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.