CPG
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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
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

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return