Private Advisor Group’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Private Advisor Group’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	$14.7M	Buy	584,966 +230,308	+65%	+$5.75M	0.07%	302
2026 Q1	$8.79M	Buy	354,658 +75,021	+27%	+$1.88M	0.04%	439
2025 Q4	$6.95M	Buy	279,637 +56,145	+25%	+$1.4M	0.03%	496
2025 Q3	$5.54M	Buy	223,492 +91,234	+69%	+$2.21M	0.03%	572
2025 Q2	$3.21M	Buy	132,258 +49,413	+60%	+$1.19M	0.02%	745
2025 Q1	$2.02M	Buy	82,845 +4,698	+6%	+$115K	0.01%	891
2024 Q4	$1.91M	Buy	78,147 +5,788	+8%	+$143K	0.01%	907
2024 Q3	$1.81M	Buy	72,359 +32,275	+81%	+$797K	0.01%	937
2024 Q2	$978K	Buy	40,084 +12,916	+48%	+$314K	0.01%	1217
2024 Q1	$666K	Buy	27,168 +8,244	+44%	+$200K	﹤0.01%	1357
2023 Q4	$459K	Buy	+18,924	New	+$441K	﹤0.01%	1534
2023 Q2	–	Sell	-8,899	Closed	-$213K	–	2045
2023 Q1	$213K	Buy	+8,899	New	+$212K	﹤0.01%	1770

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

Private Advisor Group's FLMI Position: Q2 2026 in Review

Private Advisor Group increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 65% in Q2 2026, buying an estimated $5.75M and bringing the position to 584,966 shares worth $14.7M. The position accounts for 0.07% of the portfolio, ranked #302.

Private Advisor Group first reported a position in FLMI in Q1 2023 and has held it in 12 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Private Advisor Group held 584,966 shares of Franklin Dynamic Municipal Bond ETF worth $14.7M as of Q2 2026.
Private Advisor Group bought 230,308 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $5.75M.
Franklin Dynamic Municipal Bond ETF made up 0.07% of Private Advisor Group's portfolio in Q2 2026, its #302 holding.
Private Advisor Group first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2023 and has held it in 12 quarters since.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.