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

Base 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 Q3	$225K	Buy	+9,666	New	+$236K	0.1%	69

Other funds holding FLMI

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

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Base Wealth Management's FLMI Position: Q3 2026 in Review

Base Wealth Management opened a new position in Franklin Dynamic Municipal Bond ETF (FLMI) in Q3 2026: 9,666 shares worth $225K. The stake represents 0.1% of the portfolio and ranks #69 among its holdings.

61 funds tracked by Wall St. Rank hold FLMI as of Q3 2026.

Base Wealth Management held 9,666 shares of Franklin Dynamic Municipal Bond ETF worth $225K as of Q3 2026.
Franklin Dynamic Municipal Bond ETF was a new Base Wealth Management position in Q3 2026.
Franklin Dynamic Municipal Bond ETF made up 0.1% of Base Wealth Management's portfolio in Q3 2026, its #69 holding.
61 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2026.

Based on Base Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.