Focus Partners Wealth
FLMI icon

Focus Partners Wealth’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Focus Partners Wealth’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 		$31.8M Buy
1,262,532
+1,234,466
+4,398% +$30.8M 0.03% 407
2026
Q1 		$31M Sell
28,066
-1,381,324
-98% -$34.6M 0.03% 391
2025
Q4 		$34.9M Sell
1,409,390
-16,625
-1% -$413K 0.04% 357
2025
Q3 		$35.3M Buy
1,426,015
+116,257
+9% +$2.82M 0.06% 279
2025
Q2 		$31.8M Buy
1,309,758
+21,856
+2% +$527K 0.07% 263
2025
Q1 		$31.5M Sell
1,287,902
-18,114
-1% -$445K 0.08% 243
2024
Q4 		$31.9M Buy
1,306,016
+26,293
+2% +$650K 0.08% 233
2024
Q3 		$32M Buy
1,279,723
+1,234,863
+2,753% +$30.5M 0.1% 196
2024
Q2 		$1.09M Buy
+44,860
New +$1.09M ﹤0.01% 785

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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Focus Partners Wealth's FLMI Position: Q2 2026 in Review

Focus Partners Wealth increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 4,398% in Q2 2026, buying an estimated $30.8M and bringing the position to 1,262,532 shares worth $31.8M. The position accounts for 0.03% of the portfolio, ranked #407.

Focus Partners Wealth first reported a position in FLMI in Q2 2024 and has held it in 9 quarters since. The position peaked at $35.3M in Q3 2025. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • Focus Partners Wealth held 1,262,532 shares of Franklin Dynamic Municipal Bond ETF worth $31.8M as of Q2 2026.
  • Focus Partners Wealth bought 1,234,466 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $30.8M.
  • Franklin Dynamic Municipal Bond ETF made up 0.03% of Focus Partners Wealth's portfolio in Q2 2026, its #407 holding.
  • Focus Partners Wealth first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's Franklin Dynamic Municipal Bond ETF position peaked at $35.3M in Q3 2025.
  • 228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.