JY
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Jeff Yass’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Jeff Yass’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
-12,112
Closed -$300K – 13733
2026
Q1 		$300K Buy
+12,112
New +$304K ﹤0.01% 10851
2025
Q3 		– Sell
-10,571
Closed -$256K – 12844
2025
Q2 		$256K Buy
+10,571
New +$255K ﹤0.01% 10688
2022
Q4 		– Sell
-74,813
Closed -$1.7M – 12798
2022
Q3 		$1.7M Buy
74,813
+47,482
+174% +$1.13M ﹤0.01% 5280
2022
Q2 		$647K Sell
27,331
-8,856
-24% -$212K ﹤0.01% 7634
2022
Q1 		$898K Buy
+36,187
New +$934K ﹤0.01% 7400
2021
Q3 		– Sell
-28,243
Closed -$758K – 12964
2021
Q2 		$758K Buy
28,243
+16,084
+132% +$430K ﹤0.01% 8533
2021
Q1 		$320K Buy
12,159
+2,972
+32% +$78.7K ﹤0.01% 10470
2020
Q4 		$242K Sell
9,187
-32,503
-78% -$841K ﹤0.01% 9714
2020
Q3 		$1.07M Buy
41,690
+10,163
+32% +$260K ﹤0.01% 5958
2020
Q2 		$796K Buy
31,527
+22,175
+237% +$550K ﹤0.01% 6407
2020
Q1 		$231K Buy
+9,352
New +$238K ﹤0.01% 8438
2019
Q4 		– Sell
-43,291
Closed -$1.11M – 9977
2019
Q3 		$1.11M Buy
+43,291
New +$1.11M ﹤0.01% 5483
2019
Q2 		– Sell
-26,066
Closed -$649K – 10389
2019
Q1 		$649K Sell
26,066
-4,565
-15% -$112K ﹤0.01% 5801
2018
Q4 		$748K Sell
30,631
-3,297
-10% -$80.2K ﹤0.01% 5253
2018
Q3 		$823K Sell
33,928
-413
-1% -$10.1K ﹤0.01% 5603
2018
Q2 		$840K Sell
34,341
-157,197
-82% -$3.83M ﹤0.01% 5721
2018
Q1 		$4.69M Sell
191,538
-105,106
-35% -$2.58M ﹤0.01% 2618
2017
Q4 		$7.39M Sell
296,644
-125
-0% -$3.12K ﹤0.01% 2110
2017
Q3 		$7.38M Buy
+296,769
New +$7.42M ﹤0.01% 2070

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

Jeff Yass's FLMI Position: Q2 2026 in Review

Jeff Yass sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q2 2026, closing a stake of 12,112 shares — an estimated $300K sold.

Jeff Yass first reported a position in FLMI in Q3 2017 and held it in 19 quarters. The position peaked at $7.39M in Q4 2017. 229 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • Jeff Yass reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 12,112 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $300K.
  • Jeff Yass first reported a position in Franklin Dynamic Municipal Bond ETF in Q3 2017 and held it in 19 quarters.
  • Jeff Yass's Franklin Dynamic Municipal Bond ETF position peaked at $7.39M in Q4 2017.
  • 229 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.