AIM
FLMI icon

Anchor Investment Management’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Anchor Investment 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
2025
Q2 		– Sell
-400
Closed -$9.78K – 1055
2025
Q1 		$9.78K Buy
+400
New +$9.82K ﹤0.01% 796

Other funds holding FLMI

LPL Financial
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Anchor Investment Management's FLMI Position: Q2 2025 in Review

Anchor Investment Management sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q2 2025, closing a stake of 400 shares — an estimated $9.78K sold.

Anchor Investment Management first reported a position in FLMI in Q1 2025 and held it in 1 quarter. The position peaked at $9.78K in Q1 2025. 140 funds tracked by Wall St. Rank hold FLMI as of Q2 2025.

  • Anchor Investment Management reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Anchor Investment Management sold 400 Franklin Dynamic Municipal Bond ETF shares in Q2 2025, an estimated $9.78K.
  • Anchor Investment Management first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2025 and held it in 1 quarter.
  • Anchor Investment Management's Franklin Dynamic Municipal Bond ETF position peaked at $9.78K in Q1 2025.
  • 140 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2025.

Based on Anchor Investment Management's 13F filing for Q2 2025, filed 19 Aug 2025.