MWM
FTMU

Modera Wealth Management’s Franklin Municipal Income ETF FTMU Stock Holding History

Modera Wealth Management’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 		$117K Hold
14,747
– – ﹤0.01% 639
2026
Q1 		$115K Hold
14,747
– – ﹤0.01% 620
2025
Q4 		$115K Buy
+14,747
New +$115K ﹤0.01% 633

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

Modera Wealth Management's FTMU Position: Q2 2026 in Review

Modera Wealth Management held its Franklin Municipal Income ETF (FTMU) position steady in Q2 2026 at 14,747 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Modera Wealth Management 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.

  • Modera Wealth Management held 14,747 shares of Franklin Municipal Income ETF worth $117K as of Q2 2026.
  • Modera Wealth Management left its Franklin Municipal Income ETF share count unchanged in Q2 2026.
  • Franklin Municipal Income ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #639 holding.
  • Modera Wealth Management 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 Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.