Carson Wealth (CWM LLC)’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$8.28M	Buy	334,014 +27,352	+9%	+$686K	0.02%	618
2025 Q4	$7.63M	Buy	306,662 +13,616	+5%	+$339K	0.02%	620
2025 Q3	$7.26M	Buy	293,046 +176,219	+151%	+$4.28M	0.02%	582
2025 Q2	$2.83M	Buy	116,827 +26,322	+29%	+$634K	0.01%	811
2025 Q1	$2.21M	Buy	90,505 +18,035	+25%	+$443K	0.01%	792
2024 Q4	$1.77M	Buy	72,470 +62,463	+624%	+$1.55M	0.01%	830
2024 Q3	$250K	Buy	10,007 +8,562	+593%	+$212K	﹤0.01%	1639
2024 Q2	$35K	Hold	1,445	–	–	﹤0.01%	2718
2024 Q1	$35K	Sell	1,445 -886	-38%	-$21.5K	﹤0.01%	2539
2023 Q4	$57K	Buy	+2,331	New	+$54.3K	﹤0.01%	2090
2022 Q4	–	Sell	-17,144	Closed	-$390K	–	4056
2022 Q3	$390K	Buy	+17,144	New	+$408K	﹤0.01%	821

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 $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

AFS

Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FLMI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 8.9% in Q1 2026, buying an estimated $686K and bringing the position to 334,014 shares worth $8.28M. The position accounts for 0.02% of the portfolio, ranked #618.

Carson Wealth (CWM LLC) first reported a position in FLMI in Q3 2022 and has held it in 11 quarters since. 207 funds tracked by Wall St. Rank hold FLMI as of Q1 2026.

Carson Wealth (CWM LLC) held 334,014 shares of Franklin Dynamic Municipal Bond ETF worth $8.28M as of Q1 2026.
Carson Wealth (CWM LLC) bought 27,352 Franklin Dynamic Municipal Bond ETF shares in Q1 2026, an estimated $686K.
Franklin Dynamic Municipal Bond ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #618 holding.
Carson Wealth (CWM LLC) first reported a position in Franklin Dynamic Municipal Bond ETF in Q3 2022 and has held it in 11 quarters since.
207 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.