AssuredPartners Investment Advisors’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

AssuredPartners Investment 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
2026 Q2	$3.2M	Buy	127,313 +3,984	+3%	+$99.5K	0.31%	85
2026 Q1	$3.06M	Buy	123,329 +7,144	+6%	+$179K	0.33%	77
2025 Q4	$2.89M	Buy	116,185 +101,376	+685%	+$2.52M	0.43%	57
2025 Q3	$367K	Sell	14,809 -537	-3%	-$13K	0.08%	178
2025 Q2	$372K	Buy	+15,346	New	+$370K	0.09%	164

Other funds holding FLMI

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AssuredPartners Investment Advisors's FLMI Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 3.2% in Q2 2026, buying an estimated $99.5K and bringing the position to 127,313 shares worth $3.2M. The position accounts for 0.31% of the portfolio, ranked #85.

AssuredPartners Investment Advisors first reported a position in FLMI in Q2 2025 and has held it in 5 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

AssuredPartners Investment Advisors held 127,313 shares of Franklin Dynamic Municipal Bond ETF worth $3.2M as of Q2 2026.
AssuredPartners Investment Advisors bought 3,984 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $99.5K.
Franklin Dynamic Municipal Bond ETF made up 0.31% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #85 holding.
AssuredPartners Investment Advisors first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.