CWM
FLMI icon

Collaborative Wealth Management’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Collaborative Wealth Management’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 		$964K Sell
38,877
-270
-0.7% -$6.77K 0.44% 39
2025
Q4 		$974K Buy
39,147
+392
+1% +$9.75K 0.34% 65
2025
Q3 		$960K Buy
38,755
+4,959
+15% +$120K 0.39% 57
2025
Q2 		$820K Buy
33,796
+2,728
+9% +$65.7K 0.36% 59
2025
Q1 		$759K Buy
31,068
+843
+3% +$20.7K 0.36% 57
2024
Q4 		$739K Buy
30,225
+2,829
+10% +$70K 0.34% 63
2024
Q3 		$685K Buy
27,396
+3,627
+15% +$89.6K 0.31% 70
2024
Q2 		$580K Buy
23,769
+1,734
+8% +$42.1K 0.28% 77
2024
Q1 		$541K Buy
22,035
+9,120
+71% +$221K 0.27% 82
2023
Q4 		$313K Buy
12,915
+2,434
+23% +$56.7K 0.17% 115
2023
Q3 		$241K Buy
+10,481
New +$247K 0.14% 142

Other funds holding FLMI

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return