Superior Planning, LLC’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Superior Planning, LLC’s Portfolio FLMI Stock Details FLMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$110K	Buy	+4,709	New	+$115K	0.05%	230

Other funds holding FLMI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Meeder Advisory Services Dublin, Ohio $2.96B AUM 25.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Axiom Financial Strategies New Albany, Indiana $315M AUM 13.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Superior Planning, LLC's FLMI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Franklin Dynamic Municipal Bond ETF (FLMI) in Q3 2026: 4,709 shares worth $110K. The stake represents 0.05% of the portfolio and ranks #230 among its holdings.

174 funds tracked by Wall St. Rank hold FLMI as of Q3 2026.

Superior Planning, LLC held 4,709 shares of Franklin Dynamic Municipal Bond ETF worth $110K as of Q3 2026.
Franklin Dynamic Municipal Bond ETF was a new Superior Planning, LLC position in Q3 2026.
Franklin Dynamic Municipal Bond ETF made up 0.05% of Superior Planning, LLC's portfolio in Q3 2026, its #230 holding.
174 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.