Certified Advisory Corp’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Certified Advisory Corp’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	$5.45M	Buy	216,406 +63,761	+42%	+$1.59M	0.44%	65
2026 Q1	$3.78M	Buy	152,645 +43,721	+40%	+$1.1M	0.34%	82
2025 Q4	$2.71M	Buy	108,924 +93,418	+602%	+$2.32M	0.25%	97
2025 Q3	$384K	Buy	+15,506	New	+$376K	0.04%	235
2025 Q2	–	Sell	-10,000	Closed	-$244K	–	307
2025 Q1	$244K	Hold	10,000	–	–	0.03%	262
2024 Q4	$244K	Hold	10,000	–	–	0.03%	263
2024 Q3	$250K	Buy	+10,000	New	+$247K	0.03%	262

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

Certified Advisory Corp's FLMI Position: Q2 2026 in Review

Certified Advisory Corp increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 42% in Q2 2026, buying an estimated $1.59M and bringing the position to 216,406 shares worth $5.45M. The position accounts for 0.44% of the portfolio, ranked #65.

Certified Advisory Corp first reported a position in FLMI in Q3 2024 and has held it in 7 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Certified Advisory Corp held 216,406 shares of Franklin Dynamic Municipal Bond ETF worth $5.45M as of Q2 2026.
Certified Advisory Corp bought 63,761 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $1.59M.
Franklin Dynamic Municipal Bond ETF made up 0.44% of Certified Advisory Corp's portfolio in Q2 2026, its #65 holding.
Certified Advisory Corp first reported a position in Franklin Dynamic Municipal Bond ETF in Q3 2024 and has held it in 7 quarters since.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.