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

Prentice 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	$8.32M	Buy	330,459 +41,241	+14%	+$1.03M	1.72%	15
2026 Q1	$7.17M	Buy	289,218 +29,070	+11%	+$729K	1.62%	15
2025 Q4	$6.47M	Buy	260,148 +52,064	+25%	+$1.29M	1.48%	12
2025 Q3	$5.15M	Buy	208,084 +21,735	+12%	+$528K	1.27%	15
2025 Q2	$4.52M	Buy	186,349 +57,801	+45%	+$1.39M	1.19%	18
2025 Q1	$3.14M	Buy	128,548 +58,283	+83%	+$1.43M	0.91%	20
2024 Q4	$1.72M	Buy	+70,265	New	+$1.74M	0.5%	28
2022 Q3	–	Sell	-2,379	Closed	-$56K	–	120
2022 Q2	$56K	Buy	+2,379	New	+$56.9K	0.06%	66
2021 Q4	–	Sell	-2,479	Closed	-$66K	–	174
2021 Q3	$66K	Sell	2,479 -1	-0%	-$27	0.03%	162
2021 Q2	$67K	Sell	2,480 -2,900	-54%	-$77.5K	0.03%	163
2021 Q1	$142K	Buy	+5,380	New	+$142K	0.08%	112

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

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

Prentice Wealth Management increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 14% in Q2 2026, buying an estimated $1.03M and bringing the position to 330,459 shares worth $8.32M. The position accounts for 1.72% of the portfolio, ranked #15.

Prentice Wealth Management first reported a position in FLMI in Q1 2021 and has held it in 11 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Prentice Wealth Management held 330,459 shares of Franklin Dynamic Municipal Bond ETF worth $8.32M as of Q2 2026.
Prentice Wealth Management bought 41,241 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $1.03M.
Franklin Dynamic Municipal Bond ETF made up 1.72% of Prentice Wealth Management's portfolio in Q2 2026, its #15 holding.
Prentice Wealth Management first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2021 and has held it in 11 quarters since.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Prentice Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.