Verus Wealth Management
FLMI icon

Verus Wealth Management’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Verus Wealth Management’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 		$486K Sell
20,830
-1,591
-7% -$38.9K 0.31% 47
2026
Q2 		$564K Buy
22,421
+518
+2% +$12.9K 0.47% 36
2026
Q1 		$543K Buy
21,903
+13,213
+152% +$331K 0.5% 35
2025
Q4 		$216K Buy
+8,690
New +$216K 0.2% 49

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Morgan Stanley
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Meeder Advisory Services
Meeder Advisory Services Dublin, Ohio $2.96B AUM 25.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Axiom Financial Strategies
Axiom Financial Strategies New Albany, Indiana $315M AUM 13.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Verus Wealth Management's FLMI Position: Q3 2026 in Review

Verus Wealth Management reduced its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 7.1% in Q3 2026, selling an estimated $38.9K and leaving 20,830 shares worth $486K. The position accounts for 0.31% of the portfolio, ranked #47.

Verus Wealth Management first reported a position in FLMI in Q4 2025 and has held it in 4 quarters since. The position peaked at $564K in Q2 2026. 205 funds tracked by Wall St. Rank hold FLMI as of Q3 2026.

  • Verus Wealth Management held 20,830 shares of Franklin Dynamic Municipal Bond ETF worth $486K as of Q3 2026.
  • Verus Wealth Management sold 1,591 Franklin Dynamic Municipal Bond ETF shares in Q3 2026, an estimated $38.9K.
  • Franklin Dynamic Municipal Bond ETF made up 0.31% of Verus Wealth Management's portfolio in Q3 2026, its #47 holding.
  • Verus Wealth Management first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Verus Wealth Management's Franklin Dynamic Municipal Bond ETF position peaked at $564K in Q2 2026.
  • 205 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2026.

Based on Verus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.