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ShoreHaven Wealth Partners’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

ShoreHaven Wealth Partners’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 		$2.56M Buy
101,728
+30,678
+43% +$766K 0.81% 30
2026
Q1 		$1.76M Sell
71,050
-945
-1% -$23.7K 0.63% 36
2025
Q4 		$1.79M Sell
71,995
-3,845
-5% -$95.6K 0.64% 34
2025
Q3 		$1.88M Sell
75,840
-29,254
-28% -$710K 0.69% 31
2025
Q2 		$2.55M Sell
105,094
-21,738
-17% -$524K 1.04% 27
2025
Q1 		$3.1M Sell
126,832
-25,655
-17% -$630K 1.48% 20
2024
Q4 		$3.73M Buy
152,487
+4,473
+3% +$111K 1.76% 14
2024
Q3 		$3.7M Buy
148,014
+1,996
+1% +$49.3K 1.79% 16
2024
Q2 		$3.56M Buy
146,018
+5,865
+4% +$142K 1.87% 16
2024
Q1 		$3.44M Buy
140,153
+15,224
+12% +$370K 1.89% 18
2023
Q4 		$3.03M Sell
124,929
-8,640
-6% -$201K 1.84% 18
2023
Q3 		$3.07M Buy
133,569
+58,384
+78% +$1.38M 2.11% 13
2023
Q2 		$1.8M Buy
75,185
+24,001
+47% +$573K 1.2% 24
2023
Q1 		$1.22M Buy
51,184
+37,880
+285% +$902K 0.86% 29
2022
Q4 		$311K Sell
13,304
-78,322
-85% -$1.81M 0.22% 64
2022
Q3 		$2.08M Buy
91,626
+11,370
+14% +$271K 1.59% 16
2022
Q2 		$1.9M Buy
+80,256
New +$1.92M 1.36% 19

Other funds holding FLMI

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

ShoreHaven Wealth Partners's FLMI Position: Q2 2026 in Review

ShoreHaven Wealth Partners increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 43% in Q2 2026, buying an estimated $766K and bringing the position to 101,728 shares worth $2.56M. The position accounts for 0.81% of the portfolio, ranked #30.

ShoreHaven Wealth Partners first reported a position in FLMI in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.73M in Q4 2024. 64 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • ShoreHaven Wealth Partners held 101,728 shares of Franklin Dynamic Municipal Bond ETF worth $2.56M as of Q2 2026.
  • ShoreHaven Wealth Partners bought 30,678 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $766K.
  • Franklin Dynamic Municipal Bond ETF made up 0.81% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #30 holding.
  • ShoreHaven Wealth Partners first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • ShoreHaven Wealth Partners's Franklin Dynamic Municipal Bond ETF position peaked at $3.73M in Q4 2024.
  • 64 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.