Palumbo Wealth Management’s Franklin New York Municipal Income ETF FTNY Stock Holding History

Palumbo Wealth Management’s Portfolio FTNY Stock Details FTNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-10,123	Closed	-$79K	–	250
2026 Q1	$79K	Sell	10,123 -1,074	-10%	-$8.48K	0.02%	221
2025 Q4	$87.8K	Buy	+11,197	New	+$88.1K	0.02%	217

Other funds holding FTNY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CCT

Chemung Canal Trust Elmira, New York $541M AUM 32.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Palumbo Wealth Management's FTNY Position: Q2 2026 in Review

Palumbo Wealth Management sold out of Franklin New York Municipal Income ETF (FTNY) in Q2 2026, closing a stake of 10,123 shares — an estimated $79K sold.

Palumbo Wealth Management first reported a position in FTNY in Q4 2025 and held it in 2 quarters. The position peaked at $87.8K in Q4 2025. 67 funds tracked by Wall St. Rank hold FTNY as of Q2 2026.

Palumbo Wealth Management reported no remaining Franklin New York Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
Palumbo Wealth Management sold 10,123 Franklin New York Municipal Income ETF shares in Q2 2026, an estimated $79K.
Palumbo Wealth Management first reported a position in Franklin New York Municipal Income ETF in Q4 2025 and held it in 2 quarters.
Palumbo Wealth Management's Franklin New York Municipal Income ETF position peaked at $87.8K in Q4 2025.
67 funds tracked by Wall St. Rank held Franklin New York Municipal Income ETF as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.