Waverly Advisors
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Waverly Advisors’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

Waverly Advisors’s Portfolio FTMA Stock Details FTMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,494
Closed -$94.1K – 1848
2026
Q1 		$94.1K Hold
10,494
– – ﹤0.01% 1536
2025
Q4 		$94.6K Buy
+10,494
New +$94.5K ﹤0.01% 1429

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Waverly Advisors's FTMA Position: Q2 2026 in Review

Waverly Advisors sold out of Franklin Massachusetts Municipal Income ETF (FTMA) in Q2 2026, closing a stake of 10,494 shares — an estimated $94.1K sold.

Waverly Advisors first reported a position in FTMA in Q4 2025 and held it in 2 quarters. The position peaked at $94.6K in Q4 2025. 61 funds tracked by Wall St. Rank hold FTMA as of Q2 2026.

  • Waverly Advisors reported no remaining Franklin Massachusetts Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 10,494 Franklin Massachusetts Municipal Income ETF shares in Q2 2026, an estimated $94.1K.
  • Waverly Advisors first reported a position in Franklin Massachusetts Municipal Income ETF in Q4 2025 and held it in 2 quarters.
  • Waverly Advisors's Franklin Massachusetts Municipal Income ETF position peaked at $94.6K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.