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

Summit Financial Consulting’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	$939K	Buy	40,281 +2,125	+6%	+$52K	0.69%	23
2026 Q2	$960K	Buy	38,156 +753	+2%	+$18.8K	0.65%	21
2026 Q1	$927K	Buy	37,403 +4,947	+15%	+$124K	0.66%	20
2025 Q4	$807K	Buy	32,456 +4,375	+16%	+$109K	0.59%	23
2025 Q3	$696K	Buy	28,081 +1,594	+6%	+$38.7K	0.56%	23
2025 Q2	$643K	Buy	26,487 +2,554	+11%	+$61.6K	0.58%	21
2025 Q1	$585K	Buy	+23,933	New	+$588K	0.54%	24

Other funds holding FLMI

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

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Summit Financial Consulting's FLMI Position: Q3 2026 in Review

Summit Financial Consulting increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 5.6% in Q3 2026, buying an estimated $52K and bringing the position to 40,281 shares worth $939K. The position accounts for 0.69% of the portfolio, ranked #23.

Summit Financial Consulting first reported a position in FLMI in Q1 2025 and has held it in 7 quarters since. The position peaked at $960K in Q2 2026. 44 funds tracked by Wall St. Rank hold FLMI as of Q3 2026.

Summit Financial Consulting held 40,281 shares of Franklin Dynamic Municipal Bond ETF worth $939K as of Q3 2026.
Summit Financial Consulting bought 2,125 Franklin Dynamic Municipal Bond ETF shares in Q3 2026, an estimated $52K.
Franklin Dynamic Municipal Bond ETF made up 0.69% of Summit Financial Consulting's portfolio in Q3 2026, its #23 holding.
Summit Financial Consulting first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2025 and has held it in 7 quarters since.
Summit Financial Consulting's Franklin Dynamic Municipal Bond ETF position peaked at $960K in Q2 2026.
44 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.