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
Q2 		$1.04M Buy
41,423
+2,546
+7% +$63.6K 0.44% 37
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 $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

Collaborative Wealth Management's FLMI Position: Q2 2026 in Review

Collaborative Wealth Management increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 6.5% in Q2 2026, buying an estimated $63.6K and bringing the position to 41,423 shares worth $1.04M. The position accounts for 0.44% of the portfolio, ranked #37.

Collaborative Wealth Management first reported a position in FLMI in Q3 2023 and has held it in 12 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • Collaborative Wealth Management held 41,423 shares of Franklin Dynamic Municipal Bond ETF worth $1.04M as of Q2 2026.
  • Collaborative Wealth Management bought 2,546 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $63.6K.
  • Franklin Dynamic Municipal Bond ETF made up 0.44% of Collaborative Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Collaborative Wealth Management first reported a position in Franklin Dynamic Municipal Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.