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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
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

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

Verus Wealth Management's FLMI Position: Q2 2026 in Review

Verus Wealth Management increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 2.4% in Q2 2026, buying an estimated $12.9K and bringing the position to 22,421 shares worth $564K. The position accounts for 0.47% of the portfolio, ranked #36.

Verus Wealth Management first reported a position in FLMI in Q4 2025 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • Verus Wealth Management held 22,421 shares of Franklin Dynamic Municipal Bond ETF worth $564K as of Q2 2026.
  • Verus Wealth Management bought 518 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $12.9K.
  • Franklin Dynamic Municipal Bond ETF made up 0.47% of Verus Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Verus Wealth Management first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Verus Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.