Landmark Wealth Management (New York)’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Landmark Wealth Management (New York)’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	$1.52M	Buy	60,340 +6,742	+13%	+$168K	0.36%	58
2026 Q1	$1.33M	Buy	53,598 +18,661	+53%	+$468K	0.36%	52
2025 Q4	$869K	Sell	34,937 -235	-0.7%	-$5.84K	0.33%	47
2025 Q3	$871K	Sell	35,172 -646	-2%	-$15.7K	0.35%	48
2025 Q2	$869K	Sell	35,818 -4,380	-11%	-$106K	0.37%	48
2025 Q1	$982K	Sell	40,198 -953	-2%	-$23.4K	0.43%	42
2024 Q4	$1.01M	Sell	41,151 -1,231	-3%	-$30.4K	0.45%	43
2024 Q3	$1.06M	Sell	42,382 -1,028	-2%	-$25.4K	0.46%	42
2024 Q2	$1.06M	Sell	43,410 -835	-2%	-$20.3K	0.83%	27
2024 Q1	$1.08M	Sell	44,245 -2,707	-6%	-$65.7K	0.5%	41
2023 Q4	$1.14M	Sell	46,952 -997	-2%	-$23.2K	0.56%	39
2023 Q3	$1.1M	Buy	47,949 +14,656	+44%	+$346K	0.63%	37
2023 Q2	$796K	Buy	33,293 +1,183	+4%	+$28.2K	0.71%	26
2023 Q1	$768K	Buy	32,110 +4,600	+17%	+$110K	0.43%	41
2022 Q4	$643K	Buy	27,510 +6,034	+28%	+$139K	0.47%	39
2022 Q3	$489K	Sell	21,476 -9,226	-30%	-$220K	0.37%	42
2022 Q2	$727K	Buy	30,702 +10,419	+51%	+$249K	0.93%	22
2022 Q1	$503K	Buy	+20,283	New	+$524K	0.27%	47

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

Landmark Wealth Management (New York)'s FLMI Position: Q2 2026 in Review

Landmark Wealth Management (New York) increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 13% in Q2 2026, buying an estimated $168K and bringing the position to 60,340 shares worth $1.52M. The position accounts for 0.36% of the portfolio, ranked #58.

Landmark Wealth Management (New York) first reported a position in FLMI in Q1 2022 and has held it in 18 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Landmark Wealth Management (New York) held 60,340 shares of Franklin Dynamic Municipal Bond ETF worth $1.52M as of Q2 2026.
Landmark Wealth Management (New York) bought 6,742 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $168K.
Franklin Dynamic Municipal Bond ETF made up 0.36% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #58 holding.
Landmark Wealth Management (New York) first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2022 and has held it in 18 quarters since.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.