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SWA
Stratos Wealth Advisors’s
Franklin Dynamic Municipal Bond ETF
FLMI
Stock Holding History
Stratos Wealth Advisors’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
Q1
$2.28M
Buy
91,988
+8,615
+10%
+$216K
0.14%
149
2025
Q4
$2.07M
Buy
83,373
+3,462
+4%
+$86.1K
0.1%
206
2025
Q3
$1.98M
Sell
79,911
-3,413
-4%
-$82.8K
0.1%
217
2025
Q2
$2.02M
Buy
83,324
+3,779
+5%
+$91.1K
0.11%
203
2025
Q1
$1.94M
Buy
79,545
+11,138
+16%
+$273K
0.11%
189
2024
Q4
$1.67M
Sell
68,407
-3,141
-4%
-$77.7K
0.08%
243
2024
Q3
$1.79M
Buy
71,548
+21,547
+43%
+$532K
0.08%
258
2024
Q2
$1.22M
Buy
50,001
+2,272
+5%
+$55.2K
0.06%
299
2024
Q1
$1.17M
Buy
47,729
+4,153
+10%
+$101K
0.07%
301
2023
Q4
$1.06M
Buy
43,576
+4,244
+11%
+$98.8K
0.06%
316
2023
Q3
$903K
Buy
39,332
+1,223
+3%
+$28.9K
0.06%
320
2023
Q2
$911K
Buy
38,109
+5,413
+17%
+$129K
0.06%
325
2023
Q1
$782K
Sell
32,696
-16,450
-33%
-$392K
0.06%
334
2022
Q4
$1.15M
Buy
49,146
+22,347
+83%
+$516K
0.1%
263
2022
Q3
$610K
Buy
+26,799
New
+$638K
0.06%
320
Other funds holding FLMI
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San Diego, California
$376B AUM
19.32%
1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
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$6.83B AUM
12.51%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
MAS
Meeder Advisory Services
Dublin, Ohio
$2.39B AUM
23.78%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
AFS
Axiom Financial Strategies
New Albany, Indiana
$284M AUM
17.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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