Principal Securities’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Principal Securities’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	$609K	Buy	24,198 +809	+3%	+$20.2K	0.01%	993
2026 Q1	$580K	Buy	23,389 +755	+3%	+$18.9K	0.01%	918
2025 Q4	$563K	Buy	22,634 +7,740	+52%	+$192K	0.01%	900
2025 Q3	$369K	Hold	14,894	–	–	0.01%	1032
2025 Q2	$361K	Buy	14,894 +14,544	+4,155%	+$351K	0.01%	992
2025 Q1	$8.55K	Hold	350	–	–	﹤0.01%	2592
2024 Q4	$8.55K	Buy	+350	New	+$8.66K	﹤0.01%	2588

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

Principal Securities's FLMI Position: Q2 2026 in Review

Principal Securities increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 3.5% in Q2 2026, buying an estimated $20.2K and bringing the position to 24,198 shares worth $609K. The position accounts for 0.01% of the portfolio, ranked #993.

Principal Securities first reported a position in FLMI in Q4 2024 and has held it in 7 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Principal Securities held 24,198 shares of Franklin Dynamic Municipal Bond ETF worth $609K as of Q2 2026.
Principal Securities bought 809 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $20.2K.
Franklin Dynamic Municipal Bond ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #993 holding.
Principal Securities first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.