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

Sigma Planning Corp’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 Q3	$754K	Sell	32,342 -2,052	-6%	-$50.2K	0.02%	678
2026 Q2	$866K	Buy	34,394 +16,239	+89%	+$405K	0.02%	663
2026 Q1	$450K	Buy	18,155 +2,328	+15%	+$58.4K	0.01%	881
2025 Q4	$394K	Buy	15,827 +1,708	+12%	+$42.5K	0.01%	897
2025 Q3	$350K	Sell	14,119 -2,498	-15%	-$60.6K	0.01%	971
2025 Q2	$403K	Buy	16,617 +7,106	+75%	+$171K	0.01%	868
2025 Q1	$232K	Sell	9,511 -362	-4%	-$8.89K	0.01%	1063
2024 Q4	$241K	Buy	9,873 +371	+4%	+$9.18K	0.01%	1009
2024 Q3	$238K	Buy	+9,502	New	+$235K	0.01%	1056

Other funds holding FLMI

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Sigma Planning Corp's FLMI Position: Q3 2026 in Review

Sigma Planning Corp reduced its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 6% in Q3 2026, selling an estimated $50.2K and leaving 32,342 shares worth $754K. The position accounts for 0.02% of the portfolio, ranked #678.

Sigma Planning Corp first reported a position in FLMI in Q3 2024 and has held it in 9 quarters since. The position peaked at $866K in Q2 2026. 65 funds tracked by Wall St. Rank hold FLMI as of Q3 2026.

Sigma Planning Corp held 32,342 shares of Franklin Dynamic Municipal Bond ETF worth $754K as of Q3 2026.
Sigma Planning Corp sold 2,052 Franklin Dynamic Municipal Bond ETF shares in Q3 2026, an estimated $50.2K.
Franklin Dynamic Municipal Bond ETF made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #678 holding.
Sigma Planning Corp first reported a position in Franklin Dynamic Municipal Bond ETF in Q3 2024 and has held it in 9 quarters since.
Sigma Planning Corp's Franklin Dynamic Municipal Bond ETF position peaked at $866K in Q2 2026.
65 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.