Acorn Wealth Advisors’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Acorn Wealth Advisors’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
2025 Q4	–	Sell	-8,117	Closed	-$201K	–	277
2025 Q3	$201K	Sell	8,117 -1,012	-11%	-$24.6K	0.06%	273
2025 Q2	$221K	Sell	9,129 -1,434	-14%	-$34.6K	0.08%	227
2025 Q1	$258K	Buy	10,563 +730	+7%	+$17.9K	0.11%	196
2024 Q4	$240K	Buy	+9,833	New	+$243K	0.1%	202

Other funds holding FLMI

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Acorn Wealth Advisors's FLMI Position: Q4 2025 in Review

Acorn Wealth Advisors sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q4 2025, closing a stake of 8,117 shares — an estimated $201K sold.

Acorn Wealth Advisors first reported a position in FLMI in Q4 2024 and held it in 4 quarters. The position peaked at $258K in Q1 2025. 197 funds tracked by Wall St. Rank hold FLMI as of Q4 2025.

Acorn Wealth Advisors reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Acorn Wealth Advisors sold 8,117 Franklin Dynamic Municipal Bond ETF shares in Q4 2025, an estimated $201K.
Acorn Wealth Advisors first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2024 and held it in 4 quarters.
Acorn Wealth Advisors's Franklin Dynamic Municipal Bond ETF position peaked at $258K in Q1 2025.
197 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q4 2025.

Based on Acorn Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.