Stifel Financial’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Stifel Financial’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	$14.4M	Sell	615,510 -2,816	-0.5%	-$68.9K	0.01%	830
2026 Q2	$15.6M	Buy	618,326 +56,182	+10%	+$1.4M	0.01%	792
2026 Q1	$13.9M	Buy	562,144 +241,652	+75%	+$6.06M	0.01%	787
2025 Q4	$7.97M	Buy	320,492 +27,044	+9%	+$673K	0.01%	1082
2025 Q3	$7.27M	Buy	293,448 +228,678	+353%	+$5.55M	0.01%	1103
2025 Q2	$1.57M	Buy	64,770 +27,470	+74%	+$662K	﹤0.01%	2007
2025 Q1	$912K	Buy	37,300 +12,040	+48%	+$296K	﹤0.01%	2294
2024 Q4	$617K	Buy	25,260 +826	+3%	+$20.4K	﹤0.01%	2555
2024 Q3	$611K	Buy	24,434 +13,281	+119%	+$328K	﹤0.01%	2550
2024 Q2	$272K	Buy	11,153 +68	+0.6%	+$1.65K	﹤0.01%	2960
2024 Q1	$272K	Buy	+11,085	New	+$269K	﹤0.01%	2967

Other funds holding FLMI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Meeder Advisory Services Dublin, Ohio $2.96B AUM 25.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Axiom Financial Strategies New Albany, Indiana $315M AUM 13.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Stifel Financial's FLMI Position: Q3 2026 in Review

Stifel Financial reduced its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 0.46% in Q3 2026, selling an estimated $68.9K and leaving 615,510 shares worth $14.4M. The position accounts for 0.01% of the portfolio, ranked #830.

Stifel Financial first reported a position in FLMI in Q1 2024 and has held it in 11 quarters since. The position peaked at $15.6M in Q2 2026. 205 funds tracked by Wall St. Rank hold FLMI as of Q3 2026.

Stifel Financial held 615,510 shares of Franklin Dynamic Municipal Bond ETF worth $14.4M as of Q3 2026.
Stifel Financial sold 2,816 Franklin Dynamic Municipal Bond ETF shares in Q3 2026, an estimated $68.9K.
Franklin Dynamic Municipal Bond ETF made up 0.01% of Stifel Financial's portfolio in Q3 2026, its #830 holding.
Stifel Financial first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2024 and has held it in 11 quarters since.
Stifel Financial's Franklin Dynamic Municipal Bond ETF position peaked at $15.6M in Q2 2026.
205 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.