Patriot Financial Group Insurance Agency’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Patriot Financial Group Insurance Agency’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	$2.93M	Sell	116,414 -96,050	-45%	-$2.4M	0.3%	94
2026 Q1	$5.27M	Buy	212,464 +113,923	+116%	+$2.86M	0.3%	94
2025 Q4	$2.45M	Buy	98,541 +12,504	+15%	+$311K	0.29%	93
2025 Q3	$2.13M	Buy	86,037 +1,645	+2%	+$39.9K	0.27%	101
2025 Q2	$2.05M	Buy	84,392 +2,446	+3%	+$59K	0.24%	105
2025 Q1	$2M	Sell	81,946 -49,505	-38%	-$1.22M	0.27%	94
2024 Q4	$3.21M	Sell	131,451 -31,652	-19%	-$783K	0.43%	54
2024 Q3	$4.08M	Buy	163,103 +12,335	+8%	+$305K	0.55%	42
2024 Q2	$3.68M	Buy	150,768 +616	+0.4%	+$15K	0.54%	38
2024 Q1	$3.68M	Buy	150,152 +78,796	+110%	+$1.91M	0.59%	32
2023 Q4	$1.73M	Buy	+71,356	New	+$1.66M	0.33%	67

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

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FLMI Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 45% in Q2 2026, selling an estimated $2.4M and leaving 116,414 shares worth $2.93M. The position accounts for 0.3% of the portfolio, ranked #94.

Patriot Financial Group Insurance Agency first reported a position in FLMI in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.27M in Q1 2026. 147 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Patriot Financial Group Insurance Agency held 116,414 shares of Franklin Dynamic Municipal Bond ETF worth $2.93M as of Q2 2026.
Patriot Financial Group Insurance Agency sold 96,050 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $2.4M.
Franklin Dynamic Municipal Bond ETF made up 0.3% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #94 holding.
Patriot Financial Group Insurance Agency first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
Patriot Financial Group Insurance Agency's Franklin Dynamic Municipal Bond ETF position peaked at $5.27M in Q1 2026.
147 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.