Atria Investments’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Atria Investments’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	$551K	Buy	21,872 +3,625	+20%	+$90.5K	0.01%	1471
2026 Q1	$452K	Buy	18,247 +2,578	+16%	+$64.6K	0.01%	1502
2025 Q4	$390K	Buy	15,669 +1,961	+14%	+$48.8K	﹤0.01%	1588
2025 Q3	$340K	Buy	13,708 +1,126	+9%	+$27.3K	﹤0.01%	1654
2025 Q2	$305K	Sell	12,582 -190	-1%	-$4.58K	﹤0.01%	1702
2025 Q1	$312K	Sell	12,772 -3,625	-22%	-$89K	﹤0.01%	1605
2024 Q4	$401K	Sell	16,397 -514	-3%	-$12.7K	0.01%	1433
2024 Q3	$423K	Buy	16,911 +1,974	+13%	+$48.8K	0.01%	1414
2024 Q2	$364K	Buy	+14,937	New	+$363K	﹤0.01%	1474

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

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

Atria Investments's FLMI Position: Q2 2026 in Review

Atria Investments increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 20% in Q2 2026, buying an estimated $90.5K and bringing the position to 21,872 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #1471.

Atria Investments first reported a position in FLMI in Q2 2024 and has held it in 9 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Atria Investments held 21,872 shares of Franklin Dynamic Municipal Bond ETF worth $551K as of Q2 2026.
Atria Investments bought 3,625 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $90.5K.
Franklin Dynamic Municipal Bond ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1471 holding.
Atria Investments first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.