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Sequent Planning’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Sequent Planning’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 		$3.18M Buy
126,316
+8,490
+7% +$212K 0.68% 36
2026
Q1 		$2.92M Buy
117,826
+36,174
+44% +$907K 0.71% 31
2025
Q4 		$2.03M Buy
81,652
+28,497
+54% +$709K 0.52% 48
2025
Q3 		$1.32M Buy
+53,155
New +$1.29M 0.37% 57

Other funds holding FLMI

LPL Financial
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Sequent Planning's FLMI Position: Q2 2026 in Review

Sequent Planning increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 7.2% in Q2 2026, buying an estimated $212K and bringing the position to 126,316 shares worth $3.18M. The position accounts for 0.68% of the portfolio, ranked #36.

Sequent Planning first reported a position in FLMI in Q3 2025 and has held it in 4 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • Sequent Planning held 126,316 shares of Franklin Dynamic Municipal Bond ETF worth $3.18M as of Q2 2026.
  • Sequent Planning bought 8,490 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $212K.
  • Franklin Dynamic Municipal Bond ETF made up 0.68% of Sequent Planning's portfolio in Q2 2026, its #36 holding.
  • Sequent Planning first reported a position in Franklin Dynamic Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.