Diversify Advisory Services’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Diversify Advisory Services’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	$910K	Buy	+36,810	New	+$919K	0.02%	669
2026 Q1	–	Sell	-50,988	Closed	-$1.28M	–	445
2025 Q4	$1.28M	Sell	50,988 -15,377	-23%	-$382K	0.04%	330
2025 Q3	$1.65M	Sell	66,365 -15,625	-19%	-$379K	0.06%	248
2025 Q2	$1.98M	Buy	+81,990	New	+$1.98M	0.08%	187

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

Diversify Advisory Services's FLMI Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Franklin Dynamic Municipal Bond ETF (FLMI) in Q2 2026: 36,810 shares worth $910K. The stake represents 0.02% of the portfolio and ranks #669 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in FLMI as recently as Q4 2025.

Diversify Advisory Services first reported a position in FLMI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.98M in Q2 2025. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Diversify Advisory Services held 36,810 shares of Franklin Dynamic Municipal Bond ETF worth $910K as of Q2 2026.
Franklin Dynamic Municipal Bond ETF was a new Diversify Advisory Services position in Q2 2026.
Franklin Dynamic Municipal Bond ETF made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #669 holding.
Diversify Advisory Services first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
Diversify Advisory Services's Franklin Dynamic Municipal Bond ETF position peaked at $1.98M in Q2 2025.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.