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

Congress 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
2025 Q2	$338K	Buy	+13,943	New	+$336K	﹤0.01%	1031

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

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Congress Wealth Management's FLMI Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Franklin Dynamic Municipal Bond ETF (FLMI) in Q2 2025: 13,943 shares worth $338K. The stake represents ﹤0.01% of the portfolio and ranks #1031 among its holdings.

140 funds tracked by Wall St. Rank hold FLMI as of Q2 2025.

Congress Wealth Management held 13,943 shares of Franklin Dynamic Municipal Bond ETF worth $338K as of Q2 2025.
Franklin Dynamic Municipal Bond ETF was a new Congress Wealth Management position in Q2 2025.
Franklin Dynamic Municipal Bond ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1031 holding.
140 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.