CLA (CliftonLarsonAllen) Wealth Advisors’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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	$131M	Sell	5,218,892 -12,274	-0.2%	-$306K	1.73%	12
2026 Q1	$130M	Buy	5,231,166 +2,865,141	+121%	+$71.8M	1.9%	12
2025 Q4	$58.8M	Buy	2,366,025 +93,813	+4%	+$2.33M	0.89%	23
2025 Q3	$56.3M	Buy	2,272,212 +106,121	+5%	+$2.58M	0.89%	25
2025 Q2	$52.5M	Buy	2,166,091 +106,403	+5%	+$2.56M	0.88%	26
2025 Q1	$50.3M	Buy	+2,059,688	New	+$50.6M	0.94%	24

Other funds holding FLMI

LPL Financial San Diego, California $445B AUM 25.58% 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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's FLMI Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 0.23% in Q2 2026, selling an estimated $306K and leaving 5,218,892 shares worth $131M. The position accounts for 1.73% of the portfolio, ranked #12.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in FLMI in Q1 2025 and has held it in 6 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 5,218,892 shares of Franklin Dynamic Municipal Bond ETF worth $131M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors sold 12,274 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $306K.
Franklin Dynamic Municipal Bond ETF made up 1.73% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #12 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.