Integrity Wealth Advisors’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Integrity Wealth Advisors’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 Q1	$405K	Sell	16,346 -2,388	-13%	-$59.9K	0.24%	48
2025 Q4	$470K	Sell	18,734 -1,712	-8%	-$42.6K	0.32%	48
2025 Q3	$506K	Buy	20,446 +1,893	+10%	+$45.9K	0.18%	45
2025 Q2	$450K	Sell	18,553 -473	-2%	-$11.4K	0.31%	41
2025 Q1	$465K	Buy	19,026 +496	+3%	+$12.2K	0.34%	37
2024 Q4	$453K	Buy	+18,530	New	+$458K	0.33%	38

Other funds holding FLMI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return

Integrity Wealth Advisors's FLMI Position: Q1 2026 in Review

Integrity Wealth Advisors reduced its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 13% in Q1 2026, selling an estimated $59.9K and leaving 16,346 shares worth $405K. The position accounts for 0.24% of the portfolio, ranked #48.

Integrity Wealth Advisors first reported a position in FLMI in Q4 2024 and has held it in 6 quarters since. The position peaked at $506K in Q3 2025. 207 funds tracked by Wall St. Rank hold FLMI as of Q1 2026.

Integrity Wealth Advisors held 16,346 shares of Franklin Dynamic Municipal Bond ETF worth $405K as of Q1 2026.
Integrity Wealth Advisors sold 2,388 Franklin Dynamic Municipal Bond ETF shares in Q1 2026, an estimated $59.9K.
Franklin Dynamic Municipal Bond ETF made up 0.24% of Integrity Wealth Advisors's portfolio in Q1 2026, its #48 holding.
Integrity Wealth Advisors first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
Integrity Wealth Advisors's Franklin Dynamic Municipal Bond ETF position peaked at $506K in Q3 2025.
207 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q1 2026.

Based on Integrity Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.