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 Q3	$391K	Buy	+16,773	New	+$410K	0.2%	50
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 $468B AUM 17.69% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Integrity Wealth Advisors's FLMI Position: Q3 2026 in Review

Integrity Wealth Advisors opened a new position in Franklin Dynamic Municipal Bond ETF (FLMI) in Q3 2026: 16,773 shares worth $391K. The stake represents 0.2% of the portfolio and ranks #50 among its holdings. This is a return to the name: Integrity Wealth Advisors previously reported a position in FLMI as recently as Q1 2026.

Integrity Wealth Advisors first reported a position in FLMI in Q4 2024 and has held it in 7 quarters since. The position peaked at $506K in Q3 2025. 134 funds tracked by Wall St. Rank hold FLMI as of Q3 2026.

Integrity Wealth Advisors held 16,773 shares of Franklin Dynamic Municipal Bond ETF worth $391K as of Q3 2026.
Franklin Dynamic Municipal Bond ETF was a new Integrity Wealth Advisors position in Q3 2026.
Franklin Dynamic Municipal Bond ETF made up 0.2% of Integrity Wealth Advisors's portfolio in Q3 2026, its #50 holding.
Integrity Wealth Advisors first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Integrity Wealth Advisors's Franklin Dynamic Municipal Bond ETF position peaked at $506K in Q3 2025.
134 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2026.

Based on Integrity Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.