Brookwood Investment Group’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Brookwood Investment Group’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	$254K	Buy	10,109 +32	+0.3%	+$799	0.03%	441
2026 Q1	$250K	Hold	10,077	–	–	0.03%	435
2025 Q4	$251K	Sell	10,077 -84	-0.8%	-$2.09K	0.03%	428
2025 Q3	$252K	Buy	+10,161	New	+$247K	0.03%	404
2025 Q2	–	Sell	-8,682	Closed	-$212K	–	476
2025 Q1	$212K	Buy	+8,682	New	+$213K	0.04%	385

Other funds holding FLMI

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Brookwood Investment Group's FLMI Position: Q2 2026 in Review

Brookwood Investment Group increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 0.32% in Q2 2026, buying an estimated $799 and bringing the position to 10,109 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #441.

Brookwood Investment Group first reported a position in FLMI in Q1 2025 and has held it in 5 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Brookwood Investment Group held 10,109 shares of Franklin Dynamic Municipal Bond ETF worth $254K as of Q2 2026.
Brookwood Investment Group bought 32 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $799.
Franklin Dynamic Municipal Bond ETF made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #441 holding.
Brookwood Investment Group first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.