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Avantax Advisory Services’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Avantax Advisory Services’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 		$362K Buy
+14,917
New +$360K ﹤0.01% 1779
2025
Q1 		– Sell
-12,709
Closed -$311K – 2263
2024
Q4 		$311K Buy
12,709
+75
+0.6% +$1.85K ﹤0.01% 1757
2024
Q3 		$316K Buy
12,634
+1,378
+12% +$34K ﹤0.01% 1711
2024
Q2 		$275K Buy
11,256
+31
+0.3% +$753 ﹤0.01% 1751
2024
Q1 		$275K Buy
+11,225
New +$273K ﹤0.01% 1350

Other funds holding FLMI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $2.39B AUM 23.78% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Avantax Advisory Services's FLMI Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Franklin Dynamic Municipal Bond ETF (FLMI) in Q2 2025: 14,917 shares worth $362K. The stake represents ﹤0.01% of the portfolio and ranks #1779 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in FLMI as recently as Q4 2024.

Avantax Advisory Services first reported a position in FLMI in Q1 2024 and has held it in 5 quarters since. 140 funds tracked by Wall St. Rank hold FLMI as of Q2 2025.

  • Avantax Advisory Services held 14,917 shares of Franklin Dynamic Municipal Bond ETF worth $362K as of Q2 2025.
  • Franklin Dynamic Municipal Bond ETF was a new Avantax Advisory Services position in Q2 2025.
  • Franklin Dynamic Municipal Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1779 holding.
  • Avantax Advisory Services first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2024 and has held it in 5 quarters since.
  • 140 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.