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MPWM Advisory Solutions’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

MPWM Advisory Solutions’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 		$179K Sell
7,126
-1,155
-14% -$28.8K 0.08% 112
2026
Q1 		$205K Buy
8,281
+2,336
+39% +$58.6K 0.11% 100
2025
Q4 		$148K Buy
5,945
+3,395
+133% +$84.4K 0.08% 104
2025
Q3 		$63.2K Buy
+2,550
New +$61.9K 0.04% 142

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

MPWM Advisory Solutions's FLMI Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 14% in Q2 2026, selling an estimated $28.8K and leaving 7,126 shares worth $179K. The position accounts for 0.08% of the portfolio, ranked #112.

MPWM Advisory Solutions first reported a position in FLMI in Q3 2025 and has held it in 4 quarters since. The position peaked at $205K in Q1 2026. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • MPWM Advisory Solutions held 7,126 shares of Franklin Dynamic Municipal Bond ETF worth $179K as of Q2 2026.
  • MPWM Advisory Solutions sold 1,155 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $28.8K.
  • Franklin Dynamic Municipal Bond ETF made up 0.08% of MPWM Advisory Solutions's portfolio in Q2 2026, its #112 holding.
  • MPWM Advisory Solutions first reported a position in Franklin Dynamic Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • MPWM Advisory Solutions's Franklin Dynamic Municipal Bond ETF position peaked at $205K in Q1 2026.
  • 228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.