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

Kestra Private Wealth 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	$10.1M	Buy	402,254 +16,700	+4%	+$417K	0.11%	199
2026 Q1	$9.56M	Buy	385,554 +7,575	+2%	+$190K	0.12%	191
2025 Q4	$9.4M	Buy	377,979 +15,489	+4%	+$385K	0.12%	190
2025 Q3	$8.98M	Buy	362,490 +49,190	+16%	+$1.19M	0.12%	200
2025 Q2	$7.6M	Buy	313,300 +17,266	+6%	+$416K	0.11%	213
2025 Q1	$7.24M	Buy	296,034 +11,191	+4%	+$275K	0.12%	195
2024 Q4	$6.96M	Buy	284,843 +30,718	+12%	+$760K	0.12%	189
2024 Q3	$6.36M	Buy	+254,125	New	+$6.28M	0.12%	194

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 Private Wealth Services's FLMI Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 4.3% in Q2 2026, buying an estimated $417K and bringing the position to 402,254 shares worth $10.1M. The position accounts for 0.11% of the portfolio, ranked #199.

Kestra Private Wealth Services first reported a position in FLMI in Q3 2024 and has held it in 8 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Kestra Private Wealth Services held 402,254 shares of Franklin Dynamic Municipal Bond ETF worth $10.1M as of Q2 2026.
Kestra Private Wealth Services bought 16,700 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $417K.
Franklin Dynamic Municipal Bond ETF made up 0.11% of Kestra Private Wealth Services's portfolio in Q2 2026, its #199 holding.
Kestra Private Wealth Services first reported a position in Franklin Dynamic Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

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