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

Summit 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 		$4.07M Sell
161,880
-495
-0.3% -$12.4K 0.04% 401
2026
Q1 		$4.03M Buy
162,375
+17,087
+12% +$428K 0.05% 372
2025
Q4 		$3.61M Buy
145,288
+24,528
+20% +$610K 0.05% 334
2025
Q3 		$2.99M Buy
+120,760
New +$2.93M 0.05% 372

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

Summit Financial's FLMI Position: Q2 2026 in Review

Summit Financial reduced its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 0.3% in Q2 2026, selling an estimated $12.4K and leaving 161,880 shares worth $4.07M. The position accounts for 0.04% of the portfolio, ranked #401.

Summit Financial first reported a position in FLMI in Q3 2025 and has held it in 4 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • Summit Financial held 161,880 shares of Franklin Dynamic Municipal Bond ETF worth $4.07M as of Q2 2026.
  • Summit Financial sold 495 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $12.4K.
  • Franklin Dynamic Municipal Bond ETF made up 0.04% of Summit Financial's portfolio in Q2 2026, its #401 holding.
  • Summit Financial first reported a position in Franklin Dynamic Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

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