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MAI Capital Management’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

MAI Capital Management’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
-896
Closed -$22.2K – 2999
2026
Q1 		$22.2K Buy
896
+150
+20% +$3.76K ﹤0.01% 2735
2025
Q4 		$18.6K Hold
746
– – ﹤0.01% 2554
2025
Q3 		$18.5K Hold
746
– – ﹤0.01% 2434
2025
Q2 		$18.1K Buy
+746
New +$18K ﹤0.01% 2396

Other funds holding FLMI

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CCWA
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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

MAI Capital Management's FLMI Position: Q2 2026 in Review

MAI Capital Management sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q2 2026, closing a stake of 896 shares — an estimated $22.2K sold.

MAI Capital Management first reported a position in FLMI in Q2 2025 and held it in 4 quarters. The position peaked at $22.2K in Q1 2026. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • MAI Capital Management reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 896 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $22.2K.
  • MAI Capital Management first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2025 and held it in 4 quarters.
  • MAI Capital Management's Franklin Dynamic Municipal Bond ETF position peaked at $22.2K in Q1 2026.
  • 228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.