Perigon Wealth Management’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Perigon Wealth Management’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	$1.1M	Sell	43,800 -1,200	-3%	-$30K	0.02%	557
2026 Q1	$1.12M	Sell	45,000 -500	-1%	-$12.5K	0.02%	501
2025 Q4	$1.13M	Buy	45,500 +33,000	+264%	+$821K	0.02%	499
2025 Q3	$310K	Hold	12,500	–	–	0.01%	939
2025 Q2	$303K	Buy	+12,500	New	+$301K	0.01%	834

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Perigon Wealth Management's FLMI Position: Q2 2026 in Review

Perigon Wealth Management reduced its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 2.7% in Q2 2026, selling an estimated $30K and leaving 43,800 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #557.

Perigon Wealth Management first reported a position in FLMI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.13M in Q4 2025. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Perigon Wealth Management held 43,800 shares of Franklin Dynamic Municipal Bond ETF worth $1.1M as of Q2 2026.
Perigon Wealth Management sold 1,200 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $30K.
Franklin Dynamic Municipal Bond ETF made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #557 holding.
Perigon Wealth Management first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
Perigon Wealth Management's Franklin Dynamic Municipal Bond ETF position peaked at $1.13M in Q4 2025.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.