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 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

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

Summit Financial Consulting's FLMI Position: Q2 2026 in Review

Summit Financial Consulting increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 2% in Q2 2026, buying an estimated $18.8K and bringing the position to 38,156 shares worth $960K. The position accounts for 0.65% of the portfolio, ranked #21.

Summit Financial Consulting first reported a position in FLMI in Q1 2025 and has held it in 6 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Summit Financial Consulting held 38,156 shares of Franklin Dynamic Municipal Bond ETF worth $960K as of Q2 2026.
Summit Financial Consulting bought 753 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $18.8K.
Franklin Dynamic Municipal Bond ETF made up 0.65% of Summit Financial Consulting's portfolio in Q2 2026, its #21 holding.
Summit Financial Consulting first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.