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

Waverly 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	$21M	Buy	+835,217	New	+$20.9M	0.12%	166

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

Waverly Advisors's FLMI Position: Q2 2026 in Review

Waverly Advisors opened a new position in Franklin Dynamic Municipal Bond ETF (FLMI) in Q2 2026: 835,217 shares worth $21M. The stake represents 0.12% of the portfolio and ranks #166 among its holdings.

229 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Waverly Advisors held 835,217 shares of Franklin Dynamic Municipal Bond ETF worth $21M as of Q2 2026.
Franklin Dynamic Municipal Bond ETF was a new Waverly Advisors position in Q2 2026.
Franklin Dynamic Municipal Bond ETF made up 0.12% of Waverly Advisors's portfolio in Q2 2026, its #166 holding.
229 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.