Occidental Asset Management’s Franklin Short-Term Municipal Income ETF FTMS Stock Holding History

Occidental Asset Management’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	$149K	Buy	+15,000	New	+$149K	0.01%	311

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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

Occidental Asset Management's FTMS Position: Q2 2026 in Review

Occidental Asset Management opened a new position in Franklin Short-Term Municipal Income ETF (FTMS) in Q2 2026: 15,000 shares worth $149K. The stake represents 0.01% of the portfolio and ranks #311 among its holdings.

41 funds tracked by Wall St. Rank hold FTMS as of Q2 2026.

Occidental Asset Management held 15,000 shares of Franklin Short-Term Municipal Income ETF worth $149K as of Q2 2026.
Franklin Short-Term Municipal Income ETF was a new Occidental Asset Management position in Q2 2026.
Franklin Short-Term Municipal Income ETF made up 0.01% of Occidental Asset Management's portfolio in Q2 2026, its #311 holding.
41 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.