Econ Financial Services’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Econ Financial 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 Q1	–	Sell	-21,320	Closed	-$530K	–	81
2025 Q4	$530K	Sell	21,320 -5,834	-21%	-$145K	0.27%	68
2025 Q3	$673K	Buy	27,154 +532	+2%	+$12.9K	0.34%	66
2025 Q2	$646K	Sell	26,622 -3,043	-10%	-$73.3K	0.33%	67
2025 Q1	$725K	Sell	29,665 -2,002	-6%	-$49.2K	0.39%	67
2024 Q4	$774K	Buy	+31,667	New	+$783K	0.44%	62

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

Econ Financial Services's FLMI Position: Q1 2026 in Review

Econ Financial Services sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q1 2026, closing a stake of 21,320 shares — an estimated $530K sold.

Econ Financial Services first reported a position in FLMI in Q4 2024 and held it in 5 quarters. The position peaked at $774K in Q4 2024. 207 funds tracked by Wall St. Rank hold FLMI as of Q1 2026.

Econ Financial Services reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Econ Financial Services sold 21,320 Franklin Dynamic Municipal Bond ETF shares in Q1 2026, an estimated $530K.
Econ Financial Services first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2024 and held it in 5 quarters.
Econ Financial Services's Franklin Dynamic Municipal Bond ETF position peaked at $774K in Q4 2024.
207 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q1 2026.

Based on Econ Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.