Crux Wealth Advisors’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Crux Wealth Advisors’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	-14,400	Closed	-$358K	–	188
2025 Q4	$358K	Buy	14,400 +179	+1%	+$4.45K	0.13%	129
2025 Q3	$352K	Buy	14,221 +145	+1%	+$3.52K	0.14%	132
2025 Q2	$341K	Buy	14,076 +153	+1%	+$3.69K	0.15%	129
2025 Q1	$340K	Buy	+13,923	New	+$342K	0.18%	129

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

Crux Wealth Advisors's FLMI Position: Q1 2026 in Review

Crux Wealth Advisors sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q1 2026, closing a stake of 14,400 shares — an estimated $358K sold.

Crux Wealth Advisors first reported a position in FLMI in Q1 2025 and held it in 4 quarters. The position peaked at $358K in Q4 2025. 207 funds tracked by Wall St. Rank hold FLMI as of Q1 2026.

Crux Wealth Advisors reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Crux Wealth Advisors sold 14,400 Franklin Dynamic Municipal Bond ETF shares in Q1 2026, an estimated $358K.
Crux Wealth Advisors first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2025 and held it in 4 quarters.
Crux Wealth Advisors's Franklin Dynamic Municipal Bond ETF position peaked at $358K in Q4 2025.
207 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q1 2026.

Based on Crux Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.