EWS
FLMI icon

Evergreen Wealth Solutions’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Evergreen Wealth Solutions’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 		$641K Buy
25,858
+2,393
+10% +$60K 0.05% 217
2025
Q4 		$584K Sell
23,465
-4,385
-16% -$109K 0.08% 112
2025
Q3 		$690K Sell
27,850
-2,000
-7% -$48.5K 0.39% 50
2025
Q2 		$724K Buy
29,850
+17,700
+146% +$427K 0.44% 45
2025
Q1 		$297K Buy
+12,150
New +$298K 0.2% 85

Other funds holding FLMI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return

Evergreen Wealth Solutions's FLMI Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 10% in Q1 2026, buying an estimated $60K and bringing the position to 25,858 shares worth $641K. The position accounts for 0.05% of the portfolio, ranked #217.

Evergreen Wealth Solutions first reported a position in FLMI in Q1 2025 and has held it in 5 quarters since. The position peaked at $724K in Q2 2025. 207 funds tracked by Wall St. Rank hold FLMI as of Q1 2026.

  • Evergreen Wealth Solutions held 25,858 shares of Franklin Dynamic Municipal Bond ETF worth $641K as of Q1 2026.
  • Evergreen Wealth Solutions bought 2,393 Franklin Dynamic Municipal Bond ETF shares in Q1 2026, an estimated $60K.
  • Franklin Dynamic Municipal Bond ETF made up 0.05% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #217 holding.
  • Evergreen Wealth Solutions first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Evergreen Wealth Solutions's Franklin Dynamic Municipal Bond ETF position peaked at $724K in Q2 2025.
  • 207 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.