NC
FLMI icon

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

NewSquare Capital’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 		$326K Buy
12,961
+246
+2% +$6.14K 0.02% 200
2026
Q1 		$315K Buy
12,715
+505
+4% +$12.7K 0.03% 179
2025
Q4 		$304K Sell
12,210
-873
-7% -$21.7K 0.03% 169
2025
Q3 		$324K Buy
13,083
+213
+2% +$5.17K 0.02% 171
2025
Q2 		$312K Buy
12,870
+349
+3% +$8.41K 0.02% 163
2025
Q1 		$306K Buy
+12,521
New +$307K 0.02% 161

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

NewSquare Capital's FLMI Position: Q2 2026 in Review

NewSquare Capital increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 1.9% in Q2 2026, buying an estimated $6.14K and bringing the position to 12,961 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #200.

NewSquare Capital first reported a position in FLMI in Q1 2025 and has held it in 6 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • NewSquare Capital held 12,961 shares of Franklin Dynamic Municipal Bond ETF worth $326K as of Q2 2026.
  • NewSquare Capital bought 246 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $6.14K.
  • Franklin Dynamic Municipal Bond ETF made up 0.02% of NewSquare Capital's portfolio in Q2 2026, its #200 holding.
  • NewSquare Capital first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.