Golden State Wealth Management’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Golden State Wealth 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	$935K	Buy	37,148 +1,049	+3%	+$26.2K	0.09%	194
2026 Q1	$895K	Buy	36,099 +334	+0.9%	+$8.37K	0.1%	170
2025 Q4	$889K	Buy	35,765 +298	+0.8%	+$7.41K	0.09%	168
2025 Q3	$879K	Buy	35,467 +575	+2%	+$14K	0.1%	164
2025 Q2	$847K	Buy	34,892 +1,458	+4%	+$35.1K	0.1%	161
2025 Q1	$817K	Sell	33,434 -213	-0.6%	-$5.23K	0.12%	145
2024 Q4	$822K	Buy	+33,647	New	+$832K	0.12%	138

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

Golden State Wealth Management's FLMI Position: Q2 2026 in Review

Golden State Wealth Management increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 2.9% in Q2 2026, buying an estimated $26.2K and bringing the position to 37,148 shares worth $935K. The position accounts for 0.09% of the portfolio, ranked #194.

Golden State Wealth Management first reported a position in FLMI in Q4 2024 and has held it in 7 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Golden State Wealth Management held 37,148 shares of Franklin Dynamic Municipal Bond ETF worth $935K as of Q2 2026.
Golden State Wealth Management bought 1,049 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $26.2K.
Franklin Dynamic Municipal Bond ETF made up 0.09% of Golden State Wealth Management's portfolio in Q2 2026, its #194 holding.
Golden State Wealth Management first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.