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Clarity Retirement & Wealth’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Clarity Retirement & Wealth’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 		$1.22M Buy
48,425
+3,098
+7% +$77.3K 0.84% 18
2026
Q1 		$1.12M Buy
+45,327
New +$1.14M 0.91% 18

Other funds holding FLMI

LPL Financial
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Clarity Retirement & Wealth's FLMI Position: Q2 2026 in Review

Clarity Retirement & Wealth increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 6.8% in Q2 2026, buying an estimated $77.3K and bringing the position to 48,425 shares worth $1.22M. The position accounts for 0.84% of the portfolio, ranked #18.

Clarity Retirement & Wealth first reported a position in FLMI in Q1 2026 and has held it in 2 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • Clarity Retirement & Wealth held 48,425 shares of Franklin Dynamic Municipal Bond ETF worth $1.22M as of Q2 2026.
  • Clarity Retirement & Wealth bought 3,098 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $77.3K.
  • Franklin Dynamic Municipal Bond ETF made up 0.84% of Clarity Retirement & Wealth's portfolio in Q2 2026, its #18 holding.
  • Clarity Retirement & Wealth first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.