Sax Wealth Advisors’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Sax Wealth Advisors’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	$761K	Buy	+30,691	New	+$766K	0.03%	268

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

Sax Wealth Advisors's FLMI Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in Franklin Dynamic Municipal Bond ETF (FLMI) in Q2 2026: 30,691 shares worth $761K. The stake represents 0.03% of the portfolio and ranks #268 among its holdings.

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

Sax Wealth Advisors held 30,691 shares of Franklin Dynamic Municipal Bond ETF worth $761K as of Q2 2026.
Franklin Dynamic Municipal Bond ETF was a new Sax Wealth Advisors position in Q2 2026.
Franklin Dynamic Municipal Bond ETF made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #268 holding.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.