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 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

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

Sigma Planning Corp's FLMI Position: Q2 2026 in Review

Sigma Planning Corp increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 89% in Q2 2026, buying an estimated $405K and bringing the position to 34,394 shares worth $866K. The position accounts for 0.02% of the portfolio, ranked #663.

Sigma Planning Corp first reported a position in FLMI in Q3 2024 and has held it in 8 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Sigma Planning Corp held 34,394 shares of Franklin Dynamic Municipal Bond ETF worth $866K as of Q2 2026.
Sigma Planning Corp bought 16,239 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $405K.
Franklin Dynamic Municipal Bond ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #663 holding.
Sigma Planning Corp first reported a position in Franklin Dynamic Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.