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Legacy Wealth Management (Idaho)’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Legacy Wealth Management (Idaho)’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
-2,849
Closed -$70.6K – 456
2026
Q1 		$70.6K Buy
2,849
+2,495
+705% +$62.6K 0.04% 224
2025
Q4 		$8.8K Buy
+354
New +$8.8K ﹤0.01% 448

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

Legacy Wealth Management (Idaho)'s FLMI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q2 2026, closing a stake of 2,849 shares — an estimated $70.6K sold.

Legacy Wealth Management (Idaho) first reported a position in FLMI in Q4 2025 and held it in 2 quarters. The position peaked at $70.6K in Q1 2026. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 2,849 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $70.6K.
  • Legacy Wealth Management (Idaho) first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Franklin Dynamic Municipal Bond ETF position peaked at $70.6K in Q1 2026.
  • 228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.