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 Q3	$1.16M	Buy	49,549 +5,706	+13%	+$140K	0.05%	312
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cornerstone Wealth Management's FLMI Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 13% in Q3 2026, buying an estimated $140K and bringing the position to 49,549 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #312.

Cornerstone Wealth Management first reported a position in FLMI in Q3 2025 and has held it in 5 quarters since. 148 funds tracked by Wall St. Rank hold FLMI as of Q3 2026.

Cornerstone Wealth Management held 49,549 shares of Franklin Dynamic Municipal Bond ETF worth $1.16M as of Q3 2026.
Cornerstone Wealth Management bought 5,706 Franklin Dynamic Municipal Bond ETF shares in Q3 2026, an estimated $140K.
Franklin Dynamic Municipal Bond ETF made up 0.05% of Cornerstone Wealth Management's portfolio in Q3 2026, its #312 holding.
Cornerstone Wealth Management first reported a position in Franklin Dynamic Municipal Bond ETF in Q3 2025 and has held it in 5 quarters since.
148 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.