Valley Wealth Managers
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Valley Wealth Managers’s Franklin Municipal Income ETF FTMU Stock Holding History

Valley Wealth Managers’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
Q3 		$40.7K Hold
5,541
– – ﹤0.01% 229
2026
Q2 		$43.9K Hold
5,541
– – ﹤0.01% 223
2026
Q1 		$43.2K Hold
5,541
– – ﹤0.01% 222
2025
Q4 		$43.3K Buy
+5,541
New +$43.4K ﹤0.01% 225

Other funds holding FTMU

IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Andrews Advisory Associates
Andrews Advisory Associates Honolulu, Hawaii $215M AUM 11.93% 1-Year Est. Return
Bill Few Associates
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Summit Financial Consulting
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

Valley Wealth Managers's FTMU Position: Q3 2026 in Review

Valley Wealth Managers held its Franklin Municipal Income ETF (FTMU) position steady in Q3 2026 at 5,541 shares worth $40.7K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Valley Wealth Managers first reported a position in FTMU in Q4 2025 and has held it in 4 quarters since. The position peaked at $43.9K in Q2 2026. 14 funds tracked by Wall St. Rank hold FTMU as of Q3 2026.

  • Valley Wealth Managers held 5,541 shares of Franklin Municipal Income ETF worth $40.7K as of Q3 2026.
  • Valley Wealth Managers left its Franklin Municipal Income ETF share count unchanged in Q3 2026.
  • Franklin Municipal Income ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #229 holding.
  • Valley Wealth Managers first reported a position in Franklin Municipal Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Valley Wealth Managers's Franklin Municipal Income ETF position peaked at $43.9K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Franklin Municipal Income ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.