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 Q2	$708K	Buy	28,540 +2,682	+10%	+$67K	0.04%	257
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 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

Evergreen Wealth Solutions's FLMI Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 10% in Q2 2026, buying an estimated $67K and bringing the position to 28,540 shares worth $708K. The position accounts for 0.04% of the portfolio, ranked #257.

Evergreen Wealth Solutions first reported a position in FLMI in Q1 2025 and has held it in 6 quarters since. The position peaked at $724K in Q2 2025. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Evergreen Wealth Solutions held 28,540 shares of Franklin Dynamic Municipal Bond ETF worth $708K as of Q2 2026.
Evergreen Wealth Solutions bought 2,682 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $67K.
Franklin Dynamic Municipal Bond ETF made up 0.04% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #257 holding.
Evergreen Wealth Solutions first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
Evergreen Wealth Solutions's Franklin Dynamic Municipal Bond ETF position peaked at $724K in Q2 2025.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.