Envestnet Asset Management
FLMI icon

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

Envestnet 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 		$16.9M Buy
669,892
+92,163
+16% +$2.3M ﹤0.01% 1577
2026
Q1 		$14.3M Buy
577,729
+225,450
+64% +$5.65M ﹤0.01% 1580
2025
Q4 		$8.76M Buy
352,279
+111,198
+46% +$2.77M ﹤0.01% 1790
2025
Q3 		$5.97M Buy
241,081
+85,022
+54% +$2.06M ﹤0.01% 2110
2025
Q2 		$3.79M Sell
156,059
-52,521
-25% -$1.27M ﹤0.01% 2386
2025
Q1 		$5.1M Buy
208,580
+181,220
+662% +$4.45M ﹤0.01% 2111
2024
Q4 		$669K Sell
27,360
-3,982
-13% -$98.5K ﹤0.01% 3418
2024
Q3 		$784K Buy
31,342
+11,919
+61% +$294K ﹤0.01% 3272
2024
Q2 		$474K Sell
19,423
-3,598
-16% -$87.4K ﹤0.01% 3488
2024
Q1 		$565K Buy
23,021
+6,874
+43% +$167K ﹤0.01% 3358
2023
Q4 		$392K Buy
16,147
+1,701
+12% +$39.6K ﹤0.01% 3456
2023
Q3 		$332K Sell
14,446
-5,566
-28% -$131K ﹤0.01% 3478
2023
Q2 		$478K Buy
20,012
+692
+4% +$16.5K ﹤0.01% 3233
2023
Q1 		$462K Buy
19,320
+2,091
+12% +$49.8K ﹤0.01% 3194
2022
Q4 		$402K Buy
17,229
+985
+6% +$22.7K ﹤0.01% 3230
2022
Q3 		$370K Buy
+16,244
New +$387K ﹤0.01% 3223

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

Envestnet Asset Management's FLMI Position: Q2 2026 in Review

Envestnet Asset Management increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 16% in Q2 2026, buying an estimated $2.3M and bringing the position to 669,892 shares worth $16.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

Envestnet Asset Management first reported a position in FLMI in Q3 2022 and has held it in 16 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • Envestnet Asset Management held 669,892 shares of Franklin Dynamic Municipal Bond ETF worth $16.9M as of Q2 2026.
  • Envestnet Asset Management bought 92,163 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $2.3M.
  • Franklin Dynamic Municipal Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1577 holding.
  • Envestnet Asset Management first reported a position in Franklin Dynamic Municipal Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.