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J.W. Cole Advisors’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

J.W. Cole 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
Q2 		$693K Buy
+27,535
New +$687K 0.01% 892
2026
Q1 		– Sell
-16,938
Closed -$421K – 995
2025
Q4 		$421K Buy
16,938
+829
+5% +$20.6K 0.01% 954
2025
Q3 		$399K Buy
16,109
+202
+1% +$4.9K 0.01% 1090
2025
Q2 		$386K Buy
+15,907
New +$383K 0.01% 1020

Other funds holding FLMI

LPL Financial
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

J.W. Cole Advisors's FLMI Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Franklin Dynamic Municipal Bond ETF (FLMI) in Q2 2026: 27,535 shares worth $693K. The stake represents 0.01% of the portfolio and ranks #892 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in FLMI as recently as Q4 2025.

J.W. Cole Advisors first reported a position in FLMI in Q2 2025 and has held it in 4 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • J.W. Cole Advisors held 27,535 shares of Franklin Dynamic Municipal Bond ETF worth $693K as of Q2 2026.
  • Franklin Dynamic Municipal Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Franklin Dynamic Municipal Bond ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #892 holding.
  • J.W. Cole Advisors first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.