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 Q3	$658K	Sell	28,200 -15,600	-36%	-$382K	0.01%	766
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 $468B AUM 17.69% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Perigon Wealth Management's FLMI Position: Q3 2026 in Review

Perigon Wealth Management reduced its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 36% in Q3 2026, selling an estimated $382K and leaving 28,200 shares worth $658K. The position accounts for 0.01% of the portfolio, ranked #766.

Perigon Wealth Management first reported a position in FLMI in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.13M in Q4 2025. 140 funds tracked by Wall St. Rank hold FLMI as of Q3 2026.

Perigon Wealth Management held 28,200 shares of Franklin Dynamic Municipal Bond ETF worth $658K as of Q3 2026.
Perigon Wealth Management sold 15,600 Franklin Dynamic Municipal Bond ETF shares in Q3 2026, an estimated $382K.
Franklin Dynamic Municipal Bond ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #766 holding.
Perigon Wealth Management first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2025 and has held it in 6 quarters since.
Perigon Wealth Management's Franklin Dynamic Municipal Bond ETF position peaked at $1.13M in Q4 2025.
140 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.