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

SHP 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 		$864K Buy
34,312
+636
+2% +$15.9K 0.06% 114
2026
Q1 		$835K Sell
33,676
-253
-0.7% -$6.34K 0.06% 105
2025
Q4 		$844K Buy
+33,929
New +$844K 0.07% 97

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

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

SHP Wealth Management increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 1.9% in Q2 2026, buying an estimated $15.9K and bringing the position to 34,312 shares worth $864K. The position accounts for 0.06% of the portfolio, ranked #114.

SHP Wealth Management first reported a position in FLMI in Q4 2025 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • SHP Wealth Management held 34,312 shares of Franklin Dynamic Municipal Bond ETF worth $864K as of Q2 2026.
  • SHP Wealth Management bought 636 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $15.9K.
  • Franklin Dynamic Municipal Bond ETF made up 0.06% of SHP Wealth Management's portfolio in Q2 2026, its #114 holding.
  • SHP Wealth Management first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.