American Financial & Tax Strategies’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

American Financial & Tax Strategies’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 Q2	$2.95M	Sell	117,046 -2,400	-2%	-$59.9K	1.33%	25
2026 Q1	$2.96M	Sell	119,446 -1,251	-1%	-$31.4K	1.44%	24
2025 Q4	$3M	Sell	120,697 -5,091	-4%	-$127K	1.5%	24
2025 Q3	$3.12M	Sell	125,788 -9,715	-7%	-$236K	1.56%	23
2025 Q2	$3.29M	Buy	135,503 +1,160	+0.9%	+$28K	1.7%	21
2025 Q1	$3.28M	Sell	134,343 -7,117	-5%	-$175K	1.77%	19
2024 Q4	$3.46M	Buy	141,460 +243	+0.2%	+$6.01K	1.79%	17
2024 Q3	$3.53M	Buy	141,217 +2,814	+2%	+$69.5K	1.79%	18
2024 Q2	$3.38M	Buy	138,403 +3,328	+2%	+$80.8K	1.78%	19
2024 Q1	$3.31M	Buy	135,075 +14,515	+12%	+$353K	1.78%	19
2023 Q4	$2.92M	Buy	+120,560	New	+$2.81M	1.67%	23

Other funds holding FLMI

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

American Financial & Tax Strategies's FLMI Position: Q2 2026 in Review

American Financial & Tax Strategies reduced its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 2% in Q2 2026, selling an estimated $59.9K and leaving 117,046 shares worth $2.95M. The position accounts for 1.33% of the portfolio, ranked #25.

American Financial & Tax Strategies first reported a position in FLMI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.53M in Q3 2024. 182 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

American Financial & Tax Strategies held 117,046 shares of Franklin Dynamic Municipal Bond ETF worth $2.95M as of Q2 2026.
American Financial & Tax Strategies sold 2,400 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $59.9K.
Franklin Dynamic Municipal Bond ETF made up 1.33% of American Financial & Tax Strategies's portfolio in Q2 2026, its #25 holding.
American Financial & Tax Strategies first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
American Financial & Tax Strategies's Franklin Dynamic Municipal Bond ETF position peaked at $3.53M in Q3 2024.
182 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.