SWA
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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
Q2 		$4.21M Buy
167,167
+75,179
+82% +$1.88M 0.23% 97
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

LPL Financial
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Stratos Wealth Advisors's FLMI Position: Q2 2026 in Review

Stratos Wealth Advisors increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 82% in Q2 2026, buying an estimated $1.88M and bringing the position to 167,167 shares worth $4.21M. The position accounts for 0.23% of the portfolio, ranked #97.

Stratos Wealth Advisors first reported a position in FLMI in Q3 2022 and has held it in 16 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • Stratos Wealth Advisors held 167,167 shares of Franklin Dynamic Municipal Bond ETF worth $4.21M as of Q2 2026.
  • Stratos Wealth Advisors bought 75,179 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $1.88M.
  • Franklin Dynamic Municipal Bond ETF made up 0.23% of Stratos Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • Stratos Wealth Advisors first reported a position in Franklin Dynamic Municipal Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.