UBS Group
FLMI icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return