BCWM
FLMI icon

Bartlett & Co Wealth Management’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Bartlett & Co 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 		– Sell
-47
Closed -$1.17K – 1342
2026
Q1 		$1.17K Buy
+47
New +$1.18K ﹤0.01% 1130

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

Bartlett & Co Wealth Management's FLMI Position: Q2 2026 in Review

Bartlett & Co Wealth Management sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q2 2026, closing a stake of 47 shares — an estimated $1.17K sold.

Bartlett & Co Wealth Management first reported a position in FLMI in Q1 2026 and held it in 1 quarter. The position peaked at $1.17K in Q1 2026. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • Bartlett & Co Wealth Management reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 47 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $1.17K.
  • Bartlett & Co Wealth Management first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2026 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Franklin Dynamic Municipal Bond ETF position peaked at $1.17K in Q1 2026.
  • 228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.