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

Visionary Wealth 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	–	Sell	-14,078	Closed	-$349K	–	677
2026 Q1	$349K	Sell	14,078 -1,131	-7%	-$28.4K	0.02%	487
2025 Q4	$378K	Buy	+15,209	New	+$378K	0.02%	450
2025 Q2	–	Sell	-20,991	Closed	-$513K	–	577
2025 Q1	$513K	Buy	20,991 +183	+0.9%	+$4.49K	0.03%	343
2024 Q4	$508K	Buy	20,808 +220	+1%	+$5.44K	0.03%	352
2024 Q3	$515K	Buy	20,588 +1,638	+9%	+$40.5K	0.03%	340
2024 Q2	$462K	Buy	18,950 +1,845	+11%	+$44.8K	0.03%	340
2024 Q1	$420K	Sell	17,105 -1,551	-8%	-$37.7K	0.03%	353
2023 Q4	$453K	Sell	18,656 -268	-1%	-$6.24K	0.03%	330
2023 Q3	$434K	Buy	18,924 +217	+1%	+$5.12K	0.04%	321
2023 Q2	$447K	Buy	18,707 +637	+4%	+$15.2K	0.04%	308
2023 Q1	$432K	Buy	+18,070	New	+$430K	0.04%	297

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

Visionary Wealth Advisors's FLMI Position: Q2 2026 in Review

Visionary Wealth Advisors sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q2 2026, closing a stake of 14,078 shares — an estimated $349K sold.

Visionary Wealth Advisors first reported a position in FLMI in Q1 2023 and held it in 11 quarters. The position peaked at $515K in Q3 2024. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Visionary Wealth Advisors reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Visionary Wealth Advisors sold 14,078 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $349K.
Visionary Wealth Advisors first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2023 and held it in 11 quarters.
Visionary Wealth Advisors's Franklin Dynamic Municipal Bond ETF position peaked at $515K in Q3 2024.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.