Summit Financial Consulting’s Franklin Municipal Income ETF FTMU Stock Holding History

Summit Financial Consulting’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	$110K	Buy	+13,827	New	+$109K	0.07%	49

Other funds holding FTMU

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

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

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

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

Summit Financial Consulting's FTMU Position: Q2 2026 in Review

Summit Financial Consulting opened a new position in Franklin Municipal Income ETF (FTMU) in Q2 2026: 13,827 shares worth $110K. The stake represents 0.07% of the portfolio and ranks #49 among its holdings.

86 funds tracked by Wall St. Rank hold FTMU as of Q2 2026.

Summit Financial Consulting held 13,827 shares of Franklin Municipal Income ETF worth $110K as of Q2 2026.
Franklin Municipal Income ETF was a new Summit Financial Consulting position in Q2 2026.
Franklin Municipal Income ETF made up 0.07% of Summit Financial Consulting's portfolio in Q2 2026, its #49 holding.
86 funds tracked by Wall St. Rank held Franklin Municipal Income ETF as of Q2 2026.

Based on Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.