MPIA
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Milestones Private Investment Advisors’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Milestones Private Investment 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 		$751K Hold
29,856
– – 0.6% 40
2026
Q1 		$740K Buy
29,856
+138
+0.5% +$3.46K 0.65% 44
2025
Q4 		$739K Sell
29,718
-738
-2% -$18.4K 0.51% 57
2025
Q3 		$754K Buy
30,456
+3,670
+14% +$89.1K 0.52% 53
2025
Q2 		$650K Buy
+26,786
New +$646K 0.48% 60

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

Milestones Private Investment Advisors's FLMI Position: Q2 2026 in Review

Milestones Private Investment Advisors held its Franklin Dynamic Municipal Bond ETF (FLMI) position steady in Q2 2026 at 29,856 shares worth $751K. The position accounts for 0.6% of the portfolio, ranked #40.

Milestones Private Investment Advisors first reported a position in FLMI in Q2 2025 and has held it in 5 quarters since. The position peaked at $754K in Q3 2025. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • Milestones Private Investment Advisors held 29,856 shares of Franklin Dynamic Municipal Bond ETF worth $751K as of Q2 2026.
  • Milestones Private Investment Advisors left its Franklin Dynamic Municipal Bond ETF share count unchanged in Q2 2026.
  • Franklin Dynamic Municipal Bond ETF made up 0.6% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #40 holding.
  • Milestones Private Investment Advisors first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Milestones Private Investment Advisors's Franklin Dynamic Municipal Bond ETF position peaked at $754K in Q3 2025.
  • 228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.