Kestra Advisory Services’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Kestra Advisory Services’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	$3.73M	Buy	148,097 +46,990	+46%	+$1.17M	0.01%	1000
2026 Q1	$2.51M	Buy	101,107 +6,520	+7%	+$163K	0.01%	1170
2025 Q4	$2.35M	Buy	94,587 +17,249	+22%	+$429K	0.01%	1121
2025 Q3	$1.92M	Buy	77,338 +8,341	+12%	+$202K	0.01%	1175
2025 Q2	$1.67M	Buy	68,997 +12,171	+21%	+$293K	0.01%	1177
2025 Q1	$1.39M	Buy	56,826 +18,969	+50%	+$466K	0.01%	1181
2024 Q4	$925K	Buy	37,857 +4,475	+13%	+$111K	0.01%	1467
2024 Q3	$835K	Buy	33,382 +7,731	+30%	+$191K	﹤0.01%	1433
2024 Q2	$626K	Buy	25,651 +4,807	+23%	+$117K	﹤0.01%	1631
2024 Q1	$511K	Buy	20,844 +6,959	+50%	+$169K	﹤0.01%	1654
2023 Q4	$337K	Buy	+13,885	New	+$323K	﹤0.01%	1769
2021 Q3	–	Sell	-19,279	Closed	-$518K	–	2136
2021 Q2	$518K	Buy	+19,279	New	+$515K	0.01%	1262

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

Kestra Advisory Services's FLMI Position: Q2 2026 in Review

Kestra Advisory Services increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 46% in Q2 2026, buying an estimated $1.17M and bringing the position to 148,097 shares worth $3.73M. The position accounts for 0.01% of the portfolio, ranked #1000.

Kestra Advisory Services first reported a position in FLMI in Q2 2021 and has held it in 12 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Kestra Advisory Services held 148,097 shares of Franklin Dynamic Municipal Bond ETF worth $3.73M as of Q2 2026.
Kestra Advisory Services bought 46,990 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $1.17M.
Franklin Dynamic Municipal Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1000 holding.
Kestra Advisory Services first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2021 and has held it in 12 quarters since.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.