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Duncan Williams Asset Management’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Duncan Williams Asset 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 		$205K Buy
+8,142
New +$203K 0.05% 166
2026
Q1 		– Sell
-12,590
Closed -$316K – 163
2025
Q4 		$316K Buy
+12,590
New +$313K 0.08% 129

Other funds holding FLMI

LPL Financial
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Duncan Williams Asset Management's FLMI Position: Q2 2026 in Review

Duncan Williams Asset Management opened a new position in Franklin Dynamic Municipal Bond ETF (FLMI) in Q2 2026: 8,142 shares worth $205K. The stake represents 0.05% of the portfolio and ranks #166 among its holdings. This is a return to the name: Duncan Williams Asset Management previously reported a position in FLMI as recently as Q4 2025.

Duncan Williams Asset Management first reported a position in FLMI in Q4 2025 and has held it in 2 quarters since. The position peaked at $316K in Q4 2025. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • Duncan Williams Asset Management held 8,142 shares of Franklin Dynamic Municipal Bond ETF worth $205K as of Q2 2026.
  • Franklin Dynamic Municipal Bond ETF was a new Duncan Williams Asset Management position in Q2 2026.
  • Franklin Dynamic Municipal Bond ETF made up 0.05% of Duncan Williams Asset Management's portfolio in Q2 2026, its #166 holding.
  • Duncan Williams Asset Management first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Duncan Williams Asset Management's Franklin Dynamic Municipal Bond ETF position peaked at $316K in Q4 2025.
  • 228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.