SilverOak Wealth Management
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SilverOak Wealth Management’s Franklin Minnesota Municipal Income ETF FTMN Stock Holding History

SilverOak Wealth Management’s Portfolio FTMN Stock Details FTMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.01M Buy
+611,882
New +$5.29M 0.6% 21

Other funds holding FTMN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Midwest Financial Partners Investments
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cherry Tree Wealth Management
Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Allodium Investment Consultants
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
Freedom Financial Partners
Freedom Financial Partners Oakdale, Minnesota $305M AUM 12.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SilverOak Wealth Management's FTMN Position: Q3 2026 in Review

SilverOak Wealth Management opened a new position in Franklin Minnesota Municipal Income ETF (FTMN) in Q3 2026: 611,882 shares worth $5.01M. The stake represents 0.6% of the portfolio and ranks #21 among its holdings.

18 funds tracked by Wall St. Rank hold FTMN as of Q3 2026.

  • SilverOak Wealth Management held 611,882 shares of Franklin Minnesota Municipal Income ETF worth $5.01M as of Q3 2026.
  • Franklin Minnesota Municipal Income ETF was a new SilverOak Wealth Management position in Q3 2026.
  • Franklin Minnesota Municipal Income ETF made up 0.6% of SilverOak Wealth Management's portfolio in Q3 2026, its #21 holding.
  • 18 funds tracked by Wall St. Rank held Franklin Minnesota Municipal Income ETF as of Q3 2026.

Based on SilverOak Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.