Richards, Merrill & Peterson’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Richards, Merrill & Peterson’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	$101K	Buy	+4,000	New	+$99.9K	0.03%	223

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

Richards, Merrill & Peterson's FLMI Position: Q2 2026 in Review

Richards, Merrill & Peterson opened a new position in Franklin Dynamic Municipal Bond ETF (FLMI) in Q2 2026: 4,000 shares worth $101K. The stake represents 0.03% of the portfolio and ranks #223 among its holdings.

229 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Richards, Merrill & Peterson held 4,000 shares of Franklin Dynamic Municipal Bond ETF worth $101K as of Q2 2026.
Franklin Dynamic Municipal Bond ETF was a new Richards, Merrill & Peterson position in Q2 2026.
Franklin Dynamic Municipal Bond ETF made up 0.03% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #223 holding.
229 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.