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

Cornerstone 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
2026
Q2 		$1.1M Buy
43,843
+34,830
+386% +$870K 0.05% 320
2026
Q1 		$223K Buy
9,013
+366
+4% +$9.18K 0.01% 653
2025
Q4 		$215K Buy
8,647
+337
+4% +$8.38K 0.01% 642
2025
Q3 		$206K Buy
+8,310
New +$202K 0.01% 646

Other funds holding FLMI

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Cornerstone Wealth Management's FLMI Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 386% in Q2 2026, buying an estimated $870K and bringing the position to 43,843 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #320.

Cornerstone Wealth Management first reported a position in FLMI in Q3 2025 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • Cornerstone Wealth Management held 43,843 shares of Franklin Dynamic Municipal Bond ETF worth $1.1M as of Q2 2026.
  • Cornerstone Wealth Management bought 34,830 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $870K.
  • Franklin Dynamic Municipal Bond ETF made up 0.05% of Cornerstone Wealth Management's portfolio in Q2 2026, its #320 holding.
  • Cornerstone Wealth Management first reported a position in Franklin Dynamic Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 60 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.