VestGen Advisors’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

VestGen Advisors’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	$5.98M	Sell	237,746 -8,900	-4%	-$222K	0.17%	123
2026 Q1	$6.14M	Buy	246,646 +17,917	+8%	+$449K	0.16%	124
2025 Q4	$5.69M	Buy	228,729 +32,816	+17%	+$816K	0.24%	96
2025 Q3	$4.85M	Buy	195,913 +246	+0.1%	+$5.97K	0.16%	139
2025 Q2	$4.75M	Buy	195,667 +1,001	+0.5%	+$24.1K	0.19%	121
2025 Q1	$4.76M	Buy	+194,666	New	+$4.78M	0.22%	102

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

VestGen Advisors's FLMI Position: Q2 2026 in Review

VestGen Advisors reduced its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 3.6% in Q2 2026, selling an estimated $222K and leaving 237,746 shares worth $5.98M. The position accounts for 0.17% of the portfolio, ranked #123.

VestGen Advisors first reported a position in FLMI in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.14M in Q1 2026. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

VestGen Advisors held 237,746 shares of Franklin Dynamic Municipal Bond ETF worth $5.98M as of Q2 2026.
VestGen Advisors sold 8,900 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $222K.
Franklin Dynamic Municipal Bond ETF made up 0.17% of VestGen Advisors's portfolio in Q2 2026, its #123 holding.
VestGen Advisors first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's Franklin Dynamic Municipal Bond ETF position peaked at $6.14M in Q1 2026.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.