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

Creative Planning’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	–	Sell	-10,060	Closed	-$250K	–	4143
2025 Q4	$250K	Sell	10,060 -1,742	-15%	-$43.3K	﹤0.01%	3371
2025 Q3	$292K	Sell	11,802 -4,791	-29%	-$116K	﹤0.01%	3167
2025 Q2	$403K	Sell	16,593 -1,525	-8%	-$36.8K	﹤0.01%	2650
2025 Q1	$443K	Buy	+18,118	New	+$445K	﹤0.01%	2396

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

AFS

Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return

Creative Planning's FLMI Position: Q1 2026 in Review

Creative Planning sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q1 2026, closing a stake of 10,060 shares — an estimated $250K sold.

Creative Planning first reported a position in FLMI in Q1 2025 and held it in 4 quarters. The position peaked at $443K in Q1 2025. 207 funds tracked by Wall St. Rank hold FLMI as of Q1 2026.

Creative Planning reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Creative Planning sold 10,060 Franklin Dynamic Municipal Bond ETF shares in Q1 2026, an estimated $250K.
Creative Planning first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2025 and held it in 4 quarters.
Creative Planning's Franklin Dynamic Municipal Bond ETF position peaked at $443K in Q1 2025.
207 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.