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Axxcess Wealth Management’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Axxcess Wealth 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
2026
Q2 		$1.14M Buy
+45,350
New +$1.13M 0.02% 500
2026
Q1 		– Sell
-34,220
Closed -$851K – 609
2025
Q4 		$851K Buy
34,220
+891
+3% +$22.2K 0.01% 543
2025
Q3 		$826K Buy
33,329
+624
+2% +$15.1K 0.02% 491
2025
Q2 		$793K Buy
+32,705
New +$788K 0.02% 485

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Axxcess Wealth Management's FLMI Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Franklin Dynamic Municipal Bond ETF (FLMI) in Q2 2026: 45,350 shares worth $1.14M. The stake represents 0.02% of the portfolio and ranks #500 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in FLMI as recently as Q4 2025.

Axxcess Wealth Management first reported a position in FLMI in Q2 2025 and has held it in 4 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • Axxcess Wealth Management held 45,350 shares of Franklin Dynamic Municipal Bond ETF worth $1.14M as of Q2 2026.
  • Franklin Dynamic Municipal Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Franklin Dynamic Municipal Bond ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #500 holding.
  • Axxcess Wealth Management first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.