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SFG Wealth Management’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

SFG Wealth Management’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 		$1.33M Sell
53,612
-4,670
-8% -$117K 0.55% 33
2025
Q4 		$1.45M Buy
58,282
+8,878
+18% +$221K 0.57% 36
2025
Q3 		$1.22M Buy
+49,404
New +$1.2M 0.53% 41
2025
Q2 		– Sell
-48,435
Closed -$1.18M – 97
2025
Q1 		$1.18M Buy
48,435
+18,886
+64% +$464K 0.58% 35
2024
Q4 		$722K Buy
29,549
+66
+0.2% +$1.63K 0.38% 43
2024
Q3 		$737K Buy
29,483
+49
+0.2% +$1.21K 0.39% 42
2024
Q2 		$718K Buy
29,434
+1,083
+4% +$26.3K 0.41% 38
2024
Q1 		$695K Buy
+28,351
New +$689K 0.41% 37

Other funds holding FLMI

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
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