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Beacon Bridge Wealth Partners’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Beacon Bridge Wealth Partners’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 		$7.92M Buy
314,712
+111,375
+55% +$2.78M 2.26% 12
2026
Q1 		$5.04M Buy
203,337
+49,546
+32% +$1.24M 1.69% 19
2025
Q4 		$3.82M Buy
+153,791
New +$3.82M 1.27% 25

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

Beacon Bridge Wealth Partners's FLMI Position: Q2 2026 in Review

Beacon Bridge Wealth Partners increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 55% in Q2 2026, buying an estimated $2.78M and bringing the position to 314,712 shares worth $7.92M. The position accounts for 2.26% of the portfolio, ranked #12.

Beacon Bridge Wealth Partners first reported a position in FLMI in Q4 2025 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • Beacon Bridge Wealth Partners held 314,712 shares of Franklin Dynamic Municipal Bond ETF worth $7.92M as of Q2 2026.
  • Beacon Bridge Wealth Partners bought 111,375 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $2.78M.
  • Franklin Dynamic Municipal Bond ETF made up 2.26% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #12 holding.
  • Beacon Bridge Wealth Partners first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.