Latitude Advisors’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Latitude 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	$219K	Sell	8,691 -1,910	-18%	-$47.7K	0.09%	227
2026 Q1	$263K	Buy	10,601 +52	+0.5%	+$1.3K	0.12%	182
2025 Q4	$262K	Sell	10,549 -309	-3%	-$7.68K	0.12%	184
2025 Q3	$269K	Buy	10,858 +90	+0.8%	+$2.18K	0.12%	173
2025 Q2	$261K	Buy	10,768 +95	+0.9%	+$2.29K	0.13%	165
2025 Q1	$261K	Buy	10,673 +2,076	+24%	+$51K	0.15%	158
2024 Q4	$210K	Buy	+8,597	New	+$213K	0.12%	174

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

Latitude Advisors's FLMI Position: Q2 2026 in Review

Latitude Advisors reduced its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 18% in Q2 2026, selling an estimated $47.7K and leaving 8,691 shares worth $219K. The position accounts for 0.09% of the portfolio, ranked #227.

Latitude Advisors first reported a position in FLMI in Q4 2024 and has held it in 7 quarters since. The position peaked at $269K in Q3 2025. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Latitude Advisors held 8,691 shares of Franklin Dynamic Municipal Bond ETF worth $219K as of Q2 2026.
Latitude Advisors sold 1,910 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $47.7K.
Franklin Dynamic Municipal Bond ETF made up 0.09% of Latitude Advisors's portfolio in Q2 2026, its #227 holding.
Latitude Advisors first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Latitude Advisors's Franklin Dynamic Municipal Bond ETF position peaked at $269K in Q3 2025.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.