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 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 $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

Stifel Financial's FLMI Position: Q2 2026 in Review

Stifel Financial increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 10% in Q2 2026, buying an estimated $1.4M and bringing the position to 618,326 shares worth $15.6M. The position accounts for 0.01% of the portfolio, ranked #792.

Stifel Financial first reported a position in FLMI in Q1 2024 and has held it in 10 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Stifel Financial held 618,326 shares of Franklin Dynamic Municipal Bond ETF worth $15.6M as of Q2 2026.
Stifel Financial bought 56,182 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $1.4M.
Franklin Dynamic Municipal Bond ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #792 holding.
Stifel Financial first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.