Commonwealth Equity Services’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Commonwealth Equity Services’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	$8.01M	Buy	318,150 +18,324	+6%	+$458K	0.01%	1088
2026 Q1	$7.43M	Sell	299,826 -19,350	-6%	-$485K	0.01%	1085
2025 Q4	$7.94M	Buy	319,176 +112,292	+54%	+$2.79M	0.01%	1022
2025 Q3	$5.13M	Buy	206,884 +44,792	+28%	+$1.09M	0.01%	1329
2025 Q2	$3.93M	Sell	162,092 -304	-0.2%	-$7.33K	0.01%	1488
2025 Q1	$3.97M	Buy	162,396 +34,142	+27%	+$838K	0.01%	1424
2024 Q4	$3.13M	Buy	128,254 +47,046	+58%	+$1.16M	﹤0.01%	1548
2024 Q3	$2.03M	Buy	81,208 +12,069	+17%	+$298K	﹤0.01%	1802
2024 Q2	$1.69M	Buy	69,139 +27,444	+66%	+$667K	﹤0.01%	1903
2024 Q1	$1.02M	Buy	41,695 +12,477	+43%	+$303K	﹤0.01%	2231
2023 Q4	$709K	Buy	29,218 +17,900	+158%	+$417K	﹤0.01%	2424
2023 Q3	$260K	Buy	+11,318	New	+$267K	﹤0.01%	3155

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

Commonwealth Equity Services's FLMI Position: Q2 2026 in Review

Commonwealth Equity Services increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 6.1% in Q2 2026, buying an estimated $458K and bringing the position to 318,150 shares worth $8.01M. The position accounts for 0.01% of the portfolio, ranked #1088.

Commonwealth Equity Services 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.

Commonwealth Equity Services held 318,150 shares of Franklin Dynamic Municipal Bond ETF worth $8.01M as of Q2 2026.
Commonwealth Equity Services bought 18,324 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $458K.
Franklin Dynamic Municipal Bond ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1088 holding.
Commonwealth Equity Services 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 Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.