UBS Group’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

UBS Group’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	$201	Buy	+8	New	+$200	﹤0.01%	10002
2025 Q4	–	Sell	-47	Closed	-$1.16K	–	10715
2025 Q3	$1.16K	Buy	+47	New	+$1.14K	﹤0.01%	9415
2023 Q3	–	Sell	-74	Closed	-$1.77K	–	9619
2023 Q2	$1.77K	Buy	+74	New	+$1.77K	﹤0.01%	7856
2022 Q4	–	Sell	-1,171	Closed	-$27K	–	10839
2022 Q3	$27K	Buy	+1,171	New	+$27.9K	﹤0.01%	6994
2022 Q2	–	Sell	-1,448	Closed	-$36K	–	10508
2022 Q1	$36K	Buy	1,448 +731	+102%	+$18.9K	﹤0.01%	6815
2021 Q4	$19K	Buy	+717	New	+$19.1K	﹤0.01%	7902
2021 Q1	–	Sell	-773	Closed	-$20K	–	9136
2020 Q4	$20K	Hold	773	–	–	﹤0.01%	6939
2020 Q3	$20K	Buy	773 +467	+153%	+$11.9K	﹤0.01%	6302
2020 Q2	$8K	Sell	306 -2,113	-87%	-$52.4K	﹤0.01%	7134
2020 Q1	$60K	Buy	+2,419	New	+$61.4K	﹤0.01%	5674
2019 Q4	–	Sell	-223	Closed	-$6K	–	8210
2019 Q3	$6K	Hold	223	–	–	﹤0.01%	7403
2019 Q2	$6K	Buy	+223	New	+$5.61K	﹤0.01%	7308

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

UBS Group's FLMI Position: Q2 2026 in Review

UBS Group opened a new position in Franklin Dynamic Municipal Bond ETF (FLMI) in Q2 2026: 8 shares worth $201. The stake represents ﹤0.01% of the portfolio and ranks #10002 among its holdings. This is a return to the name: UBS Group previously reported a position in FLMI as recently as Q3 2025.

UBS Group first reported a position in FLMI in Q2 2019 and has held it in 12 quarters since. The position peaked at $60K in Q1 2020. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

UBS Group held 8 shares of Franklin Dynamic Municipal Bond ETF worth $201 as of Q2 2026.
Franklin Dynamic Municipal Bond ETF was a new UBS Group position in Q2 2026.
Franklin Dynamic Municipal Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #10002 holding.
UBS Group first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2019 and has held it in 12 quarters since.
UBS Group's Franklin Dynamic Municipal Bond ETF position peaked at $60K in Q1 2020.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.