Retirement Planning Group (Kansas)’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Retirement Planning Group (Kansas)’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	$5.68M	Buy	225,521 +49,304	+28%	+$1.23M	0.14%	68
2026 Q1	$4.37M	Buy	176,217 +42,916	+32%	+$1.08M	0.14%	71
2025 Q4	$3.32M	Buy	133,301 +30,228	+29%	+$752K	0.11%	85
2025 Q3	$2.55M	Buy	103,073 +23,929	+30%	+$581K	0.09%	96
2025 Q2	$1.92M	Buy	79,144 +60,160	+317%	+$1.45M	0.08%	91
2025 Q1	$464K	Buy	+18,984	New	+$466K	0.02%	199

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

Retirement Planning Group (Kansas)'s FLMI Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 28% in Q2 2026, buying an estimated $1.23M and bringing the position to 225,521 shares worth $5.68M. The position accounts for 0.14% of the portfolio, ranked #68.

Retirement Planning Group (Kansas) first reported a position in FLMI in Q1 2025 and has held it in 6 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Retirement Planning Group (Kansas) held 225,521 shares of Franklin Dynamic Municipal Bond ETF worth $5.68M as of Q2 2026.
Retirement Planning Group (Kansas) bought 49,304 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $1.23M.
Franklin Dynamic Municipal Bond ETF made up 0.14% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #68 holding.
Retirement Planning Group (Kansas) first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.