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Philip James Wealth Mangement’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Philip James Wealth Mangement’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 		$900K Sell
35,767
-3,746
-9% -$93.5K 0.1% 87
2026
Q1 		$980K Buy
39,513
+867
+2% +$21.7K 0.11% 81
2025
Q4 		$961K Buy
38,646
+5,416
+16% +$135K 0.11% 91
2025
Q3 		$823K Buy
+33,230
New +$807K 0.1% 94

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

Philip James Wealth Mangement's FLMI Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 9.5% in Q2 2026, selling an estimated $93.5K and leaving 35,767 shares worth $900K. The position accounts for 0.1% of the portfolio, ranked #87.

Philip James Wealth Mangement first reported a position in FLMI in Q3 2025 and has held it in 4 quarters since. The position peaked at $980K in Q1 2026. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • Philip James Wealth Mangement held 35,767 shares of Franklin Dynamic Municipal Bond ETF worth $900K as of Q2 2026.
  • Philip James Wealth Mangement sold 3,746 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $93.5K.
  • Franklin Dynamic Municipal Bond ETF made up 0.1% of Philip James Wealth Mangement's portfolio in Q2 2026, its #87 holding.
  • Philip James Wealth Mangement first reported a position in Franklin Dynamic Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Philip James Wealth Mangement's Franklin Dynamic Municipal Bond ETF position peaked at $980K in Q1 2026.
  • 228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.