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 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

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

Cornerstone Planning Group's FLMI Position: Q2 2026 in Review

Cornerstone Planning Group increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 0.94% in Q2 2026, buying an estimated $175 and bringing the position to 754 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Cornerstone Planning Group first reported a position in FLMI in Q2 2024 and has held it in 9 quarters since. The position peaked at $30.3K in Q4 2024. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Cornerstone Planning Group held 754 shares of Franklin Dynamic Municipal Bond ETF worth $18.7K as of Q2 2026.
Cornerstone Planning Group bought 7 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $175.
Franklin Dynamic Municipal Bond ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #696 holding.
Cornerstone Planning Group first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
Cornerstone Planning Group's Franklin Dynamic Municipal Bond ETF position peaked at $30.3K in Q4 2024.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.