AE Wealth Management’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

AE Wealth Management’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 Q1	$3.88M	Buy	156,369 +140,859	+908%	+$3.53M	0.02%	482
2025 Q4	$386K	Buy	15,510 +1,439	+10%	+$35.8K	﹤0.01%	1186
2025 Q3	$349K	Buy	14,071 +1,039	+8%	+$25.2K	﹤0.01%	1118
2025 Q2	$316K	Buy	13,032 +4,172	+47%	+$101K	﹤0.01%	1101
2025 Q1	$217K	Sell	8,860 -61	-0.7%	-$1.5K	﹤0.01%	1243
2024 Q4	$218K	Sell	8,921 -14	-0.2%	-$346	﹤0.01%	1238
2024 Q3	$223K	Buy	+8,935	New	+$221K	﹤0.01%	1135
2024 Q2	–	Sell	-8,821	Closed	-$216K	–	1255
2024 Q1	$216K	Sell	8,821 -7,775	-47%	-$189K	﹤0.01%	1066
2023 Q4	$400K	Buy	+16,596	New	+$386K	﹤0.01%	1567

Other funds holding FLMI

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return