PW Nova Financial Services’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

PW Nova Financial Services’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 Q1	$372K	Buy	+15,000	New	+$376K	0.09%	144

Other funds holding FLMI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return

PW Nova Financial Services's FLMI Position: Q1 2026 in Review

PW Nova Financial Services opened a new position in Franklin Dynamic Municipal Bond ETF (FLMI) in Q1 2026: 15,000 shares worth $372K. The stake represents 0.09% of the portfolio and ranks #144 among its holdings.

207 funds tracked by Wall St. Rank hold FLMI as of Q1 2026.

PW Nova Financial Services held 15,000 shares of Franklin Dynamic Municipal Bond ETF worth $372K as of Q1 2026.
Franklin Dynamic Municipal Bond ETF was a new PW Nova Financial Services position in Q1 2026.
Franklin Dynamic Municipal Bond ETF made up 0.09% of PW Nova Financial Services's portfolio in Q1 2026, its #144 holding.
207 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q1 2026.

Based on PW Nova Financial Services's 13F filing for Q1 2026, filed 16 Apr 2026.