Cornerstone Planning Group’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Cornerstone Planning Group’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 Q3	–	Sell	-754	Closed	-$18.7K	–	701
2026 Q2	$18.7K	Buy	754 +7	+0.9%	+$175	﹤0.01%	696
2026 Q1	$18.6K	Buy	747 +8	+1%	+$201	﹤0.01%	695
2025 Q4	$18.5K	Sell	739 -177	-19%	-$4.4K	﹤0.01%	608
2025 Q3	$22.9K	Buy	916 +9	+1%	+$218	﹤0.01%	537
2025 Q2	$21.9K	Buy	907 +10	+1%	+$241	﹤0.01%	401
2025 Q1	$21.5K	Sell	897 -335	-27%	-$8.22K	0.01%	398
2024 Q4	$30.3K	Buy	1,232 +13	+1%	+$322	0.01%	247
2024 Q3	$30.1K	Buy	1,219 +4	+0.3%	+$99	0.01%	248
2024 Q2	$30.1K	Buy	+1,215	New	+$29.5K	0.01%	263

Other funds holding FLMI

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Cornerstone Planning Group's FLMI Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q3 2026, closing a stake of 754 shares — an estimated $18.7K sold.

Cornerstone Planning Group first reported a position in FLMI in Q2 2024 and held it in 9 quarters. The position peaked at $30.3K in Q4 2024. 65 funds tracked by Wall St. Rank hold FLMI as of Q3 2026.

Cornerstone Planning Group reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 754 Franklin Dynamic Municipal Bond ETF shares in Q3 2026, an estimated $18.7K.
Cornerstone Planning Group first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2024 and held it in 9 quarters.
Cornerstone Planning Group's Franklin Dynamic Municipal Bond ETF position peaked at $30.3K in Q4 2024.
65 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.