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 Q2	$1.35M	Buy	53,674 +62	+0.1%	+$1.55K	0.49%	33
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 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

SFG Wealth Management's FLMI Position: Q2 2026 in Review

SFG Wealth Management increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 0.12% in Q2 2026, buying an estimated $1.55K and bringing the position to 53,674 shares worth $1.35M. The position accounts for 0.49% of the portfolio, ranked #33.

SFG Wealth Management first reported a position in FLMI in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.45M in Q4 2025. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

SFG Wealth Management held 53,674 shares of Franklin Dynamic Municipal Bond ETF worth $1.35M as of Q2 2026.
SFG Wealth Management bought 62 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $1.55K.
Franklin Dynamic Municipal Bond ETF made up 0.49% of SFG Wealth Management's portfolio in Q2 2026, its #33 holding.
SFG Wealth Management first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2024 and has held it in 9 quarters since.
SFG Wealth Management's Franklin Dynamic Municipal Bond ETF position peaked at $1.45M in Q4 2025.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.