Cedar Point Capital Partners’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Cedar Point Capital 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	$1.08M	Buy	42,723 +1,256	+3%	+$31.4K	0.62%	31
2026 Q1	$1.03M	Buy	41,467 +5,128	+14%	+$129K	0.67%	30
2025 Q4	$904K	Sell	36,339 -3,190	-8%	-$79.3K	0.58%	36
2025 Q3	$979K	Buy	39,529 +1,764	+5%	+$42.8K	0.64%	32
2025 Q2	$916K	Sell	37,765 -1,291	-3%	-$31.1K	0.65%	33
2025 Q1	$955K	Buy	39,056 +693	+2%	+$17K	0.64%	31
2024 Q4	$937K	Buy	38,363 +1,936	+5%	+$47.9K	0.63%	31
2024 Q3	$911K	Buy	36,427 +1,251	+4%	+$30.9K	0.63%	31
2024 Q2	$858K	Sell	35,176 -2,380	-6%	-$57.8K	0.64%	31
2024 Q1	$921K	Buy	37,556 +3,037	+9%	+$73.8K	0.7%	28
2023 Q4	$837K	Buy	+34,519	New	+$804K	0.69%	29

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

Cedar Point Capital Partners's FLMI Position: Q2 2026 in Review

Cedar Point Capital Partners increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 3% in Q2 2026, buying an estimated $31.4K and bringing the position to 42,723 shares worth $1.08M. The position accounts for 0.62% of the portfolio, ranked #31.

Cedar Point Capital Partners first reported a position in FLMI in Q4 2023 and has held it in 11 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Cedar Point Capital Partners held 42,723 shares of Franklin Dynamic Municipal Bond ETF worth $1.08M as of Q2 2026.
Cedar Point Capital Partners bought 1,256 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $31.4K.
Franklin Dynamic Municipal Bond ETF made up 0.62% of Cedar Point Capital Partners's portfolio in Q2 2026, its #31 holding.
Cedar Point Capital Partners first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Cedar Point Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.