Integrated Wealth Concepts’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Integrated Wealth Concepts’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	$872K	Hold	34,655	–	–	0.01%	1294
2026 Q1	$859K	Buy	34,655 +11,804	+52%	+$296K	0.01%	1208
2025 Q4	$568K	Buy	22,851 +1,103	+5%	+$27.4K	0.01%	1029
2025 Q3	$539K	Hold	21,748	–	–	﹤0.01%	1294
2025 Q2	$528K	Sell	21,748 -11,542	-35%	-$278K	0.01%	1245
2025 Q1	$814K	Buy	33,290 +19,089	+134%	+$469K	0.01%	916
2024 Q4	$347K	Buy	+14,201	New	+$351K	﹤0.01%	1294

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

Integrated Wealth Concepts's FLMI Position: Q2 2026 in Review

Integrated Wealth Concepts held its Franklin Dynamic Municipal Bond ETF (FLMI) position steady in Q2 2026 at 34,655 shares worth $872K. The position accounts for 0.01% of the portfolio, ranked #1294.

Integrated Wealth Concepts 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.

Integrated Wealth Concepts held 34,655 shares of Franklin Dynamic Municipal Bond ETF worth $872K as of Q2 2026.
Integrated Wealth Concepts left its Franklin Dynamic Municipal Bond ETF share count unchanged in Q2 2026.
Franklin Dynamic Municipal Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1294 holding.
Integrated Wealth Concepts 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 Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.