Corient Private Wealth
FLMI icon

Corient Private Wealth’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Corient Private 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 		– Sell
-27,300
Closed -$677K – 3115
2026
Q1 		$677K Buy
27,300
+4,000
+17% +$100K ﹤0.01% 1865
2025
Q4 		$579K Buy
+23,300
New +$579K ﹤0.01% 1792

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

Corient Private Wealth's FLMI Position: Q2 2026 in Review

Corient Private Wealth sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q2 2026, closing a stake of 27,300 shares — an estimated $677K sold.

Corient Private Wealth first reported a position in FLMI in Q4 2025 and held it in 2 quarters. The position peaked at $677K in Q1 2026. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • Corient Private Wealth reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 27,300 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $677K.
  • Corient Private Wealth first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2025 and held it in 2 quarters.
  • Corient Private Wealth's Franklin Dynamic Municipal Bond ETF position peaked at $677K in Q1 2026.
  • 228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.