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Beverly Hills Private Wealth’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Beverly Hills Private Wealth’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 		$275K Sell
10,935
-857
-7% -$21.4K 0.05% 209
2026
Q1 		$292K Hold
11,792
– – 0.05% 272
2025
Q4 		$293K Sell
11,792
-403
-3% -$10K 0.05% 261
2025
Q3 		$302K Buy
+12,195
New +$296K 0.05% 263

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

Beverly Hills Private Wealth's FLMI Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 7.3% in Q2 2026, selling an estimated $21.4K and leaving 10,935 shares worth $275K. The position accounts for 0.05% of the portfolio, ranked #209.

Beverly Hills Private Wealth first reported a position in FLMI in Q3 2025 and has held it in 4 quarters since. The position peaked at $302K in Q3 2025. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • Beverly Hills Private Wealth held 10,935 shares of Franklin Dynamic Municipal Bond ETF worth $275K as of Q2 2026.
  • Beverly Hills Private Wealth sold 857 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $21.4K.
  • Franklin Dynamic Municipal Bond ETF made up 0.05% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #209 holding.
  • Beverly Hills Private Wealth first reported a position in Franklin Dynamic Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Beverly Hills Private Wealth's Franklin Dynamic Municipal Bond ETF position peaked at $302K in Q3 2025.
  • 228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.