Gladstone Institutional Advisory
FLMI icon

Gladstone Institutional Advisory’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Gladstone Institutional Advisory’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
Q3 		$1.15M Buy
49,191
+15,504
+46% +$379K 0.03% 432
2026
Q2 		$848K Buy
33,687
+3,863
+13% +$96.4K 0.03% 453
2026
Q1 		$739K Sell
29,824
-1,329
-4% -$33.3K 0.03% 448
2025
Q4 		$775K Buy
31,153
+2,537
+9% +$63.1K 0.03% 417
2025
Q3 		$709K Sell
28,616
-2,650
-8% -$64.3K 0.03% 434
2025
Q2 		$759K Sell
31,266
-11,758
-27% -$283K 0.03% 401
2025
Q1 		$1.05M Buy
43,024
+20,833
+94% +$512K 0.05% 323
2024
Q4 		$542K Buy
22,191
+5,129
+30% +$127K 0.03% 456
2024
Q3 		$427K Sell
17,062
-734
-4% -$18.1K 0.02% 494
2024
Q2 		$434K Buy
17,796
+285
+2% +$6.92K 0.02% 453
2024
Q1 		$430K Buy
17,511
+642
+4% +$15.6K 0.02% 451
2023
Q4 		$409K Sell
16,869
-873
-5% -$20.3K 0.02% 456
2023
Q3 		$407K Buy
17,742
+194
+1% +$4.58K 0.03% 426
2023
Q2 		$419K Sell
17,548
-395
-2% -$9.43K 0.03% 437
2023
Q1 		$429K Sell
17,943
-1,271
-7% -$30.3K 0.03% 441
2022
Q4 		$449K Sell
19,214
-1,593
-8% -$36.8K 0.03% 423
2022
Q3 		$473K Sell
20,807
-4,659
-18% -$111K 0.04% 404
2022
Q2 		$603K Buy
25,466
+16,610
+188% +$397K 0.05% 367
2022
Q1 		$220K Buy
+8,856
New +$229K 0.01% 636

Other funds holding FLMI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Meeder Advisory Services
Meeder Advisory Services Dublin, Ohio $2.96B AUM 25.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Axiom Financial Strategies
Axiom Financial Strategies New Albany, Indiana $315M AUM 13.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Gladstone Institutional Advisory's FLMI Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 46% in Q3 2026, buying an estimated $379K and bringing the position to 49,191 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #432.

Gladstone Institutional Advisory first reported a position in FLMI in Q1 2022 and has held it in 19 quarters since. 205 funds tracked by Wall St. Rank hold FLMI as of Q3 2026.

  • Gladstone Institutional Advisory held 49,191 shares of Franklin Dynamic Municipal Bond ETF worth $1.15M as of Q3 2026.
  • Gladstone Institutional Advisory bought 15,504 Franklin Dynamic Municipal Bond ETF shares in Q3 2026, an estimated $379K.
  • Franklin Dynamic Municipal Bond ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #432 holding.
  • Gladstone Institutional Advisory first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2022 and has held it in 19 quarters since.
  • 205 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.