Phoenix Wealth Advisors’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Phoenix Wealth Advisors’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	$280K	Hold	12,000	–	–	0.09%	112
2026 Q2	$302K	Hold	12,000	–	–	0.1%	108
2026 Q1	$297K	Hold	12,000	–	–	0.12%	106
2025 Q4	$298K	Hold	12,000	–	–	0.11%	107
2025 Q3	$297K	Hold	12,000	–	–	0.11%	110
2025 Q2	$291K	Buy	+12,000	New	+$289K	0.12%	105

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Meeder Advisory Services Dublin, Ohio $2.96B AUM 25.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Axiom Financial Strategies New Albany, Indiana $315M AUM 13.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Phoenix Wealth Advisors's FLMI Position: Q3 2026 in Review

Phoenix Wealth Advisors held its Franklin Dynamic Municipal Bond ETF (FLMI) position steady in Q3 2026 at 12,000 shares worth $280K. The position accounts for 0.09% of the portfolio, ranked #112.

Phoenix Wealth Advisors first reported a position in FLMI in Q2 2025 and has held it in 6 quarters since. The position peaked at $302K in Q2 2026. 205 funds tracked by Wall St. Rank hold FLMI as of Q3 2026.

Phoenix Wealth Advisors held 12,000 shares of Franklin Dynamic Municipal Bond ETF worth $280K as of Q3 2026.
Phoenix Wealth Advisors left its Franklin Dynamic Municipal Bond ETF share count unchanged in Q3 2026.
Franklin Dynamic Municipal Bond ETF made up 0.09% of Phoenix Wealth Advisors's portfolio in Q3 2026, its #112 holding.
Phoenix Wealth Advisors first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2025 and has held it in 6 quarters since.
Phoenix Wealth Advisors's Franklin Dynamic Municipal Bond ETF position peaked at $302K in Q2 2026.
205 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.