Independent Advisor Alliance’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Independent Advisor Alliance’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	–	Sell	-328,521	Closed	-$8.14M	–	1232
2026 Q1	$8.14M	Buy	+328,521	New	+$8.24M	0.09%	210
2025 Q1	–	Sell	-148,314	Closed	-$3.62M	–	977
2024 Q4	$3.62M	Buy	+148,314	New	+$3.67M	0.05%	347
2024 Q3	–	Sell	-19,269	Closed	-$470K	–	727
2024 Q2	$470K	Buy	+19,269	New	+$468K	0.02%	480

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

Independent Advisor Alliance's FLMI Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q2 2026, closing a stake of 328,521 shares — an estimated $8.14M sold.

Independent Advisor Alliance first reported a position in FLMI in Q2 2024 and held it in 3 quarters. The position peaked at $8.14M in Q1 2026. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Independent Advisor Alliance reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 328,521 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $8.14M.
Independent Advisor Alliance first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2024 and held it in 3 quarters.
Independent Advisor Alliance's Franklin Dynamic Municipal Bond ETF position peaked at $8.14M in Q1 2026.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.