Meridian Wealth Management’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Meridian Wealth 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	$1.32M	Buy	52,533 +5,086	+11%	+$127K	0.04%	332
2026 Q1	$1.18M	Buy	47,447 +5,143	+12%	+$129K	0.04%	326
2025 Q4	$1.05M	Buy	42,304 +2,213	+6%	+$55K	0.04%	340
2025 Q3	$993K	Buy	40,091 +1,640	+4%	+$39.8K	0.04%	329
2025 Q2	$933K	Buy	+38,451	New	+$927K	0.04%	323

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

Meridian Wealth Management's FLMI Position: Q2 2026 in Review

Meridian Wealth Management increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 11% in Q2 2026, buying an estimated $127K and bringing the position to 52,533 shares worth $1.32M. The position accounts for 0.04% of the portfolio, ranked #332.

Meridian Wealth Management first reported a position in FLMI in Q2 2025 and has held it in 5 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Meridian Wealth Management held 52,533 shares of Franklin Dynamic Municipal Bond ETF worth $1.32M as of Q2 2026.
Meridian Wealth Management bought 5,086 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $127K.
Franklin Dynamic Municipal Bond ETF made up 0.04% of Meridian Wealth Management's portfolio in Q2 2026, its #332 holding.
Meridian Wealth Management first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.