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Penney Financial’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Penney Financial’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 		$3.14M Sell
124,597
-168,418
-57% -$4.2M 1.1% 17
2026
Q1 		$7.26M Buy
293,015
+32,573
+13% +$817K 2.79% 9
2025
Q4 		$6.48M Buy
260,442
+183,905
+240% +$4.57M 2.5% 11
2025
Q3 		$1.9M Buy
+76,537
New +$1.86M 0.85% 20

Other funds holding FLMI

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Penney Financial's FLMI Position: Q2 2026 in Review

Penney Financial reduced its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 57% in Q2 2026, selling an estimated $4.2M and leaving 124,597 shares worth $3.14M. The position accounts for 1.1% of the portfolio, ranked #17.

Penney Financial first reported a position in FLMI in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.26M in Q1 2026. 104 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • Penney Financial held 124,597 shares of Franklin Dynamic Municipal Bond ETF worth $3.14M as of Q2 2026.
  • Penney Financial sold 168,418 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $4.2M.
  • Franklin Dynamic Municipal Bond ETF made up 1.1% of Penney Financial's portfolio in Q2 2026, its #17 holding.
  • Penney Financial first reported a position in Franklin Dynamic Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Penney Financial's Franklin Dynamic Municipal Bond ETF position peaked at $7.26M in Q1 2026.
  • 104 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.