Wealth Alliance Advisory Group’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Wealth Alliance Advisory Group’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	$4.74M	Sell	203,144 -12,060	-6%	-$295K	0.67%	34
2026 Q2	$5.42M	Buy	215,204 +6,528	+3%	+$163K	0.78%	31
2026 Q1	$5.17M	Buy	208,676 +43,907	+27%	+$1.1M	0.82%	28
2025 Q4	$4.1M	Sell	164,769 -4,010	-2%	-$99.7K	0.7%	31
2025 Q3	$4.18M	Sell	168,779 -3,780	-2%	-$91.7K	0.75%	30
2025 Q2	$4.19M	Buy	172,559 +3,845	+2%	+$92.7K	0.8%	28
2025 Q1	$4.12M	Buy	+168,714	New	+$4.14M	0.85%	26

Other funds holding FLMI

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

VWM

Verus Wealth Management De Pere, Wisconsin $159M AUM 11.71% 1-Year Est. Return

Wealth Alliance Advisory Group's FLMI Position: Q3 2026 in Review

Wealth Alliance Advisory Group reduced its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 5.6% in Q3 2026, selling an estimated $295K and leaving 203,144 shares worth $4.74M. The position accounts for 0.67% of the portfolio, ranked #34.

Wealth Alliance Advisory Group first reported a position in FLMI in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.42M in Q2 2026. 23 funds tracked by Wall St. Rank hold FLMI as of Q3 2026.

Wealth Alliance Advisory Group held 203,144 shares of Franklin Dynamic Municipal Bond ETF worth $4.74M as of Q3 2026.
Wealth Alliance Advisory Group sold 12,060 Franklin Dynamic Municipal Bond ETF shares in Q3 2026, an estimated $295K.
Franklin Dynamic Municipal Bond ETF made up 0.67% of Wealth Alliance Advisory Group's portfolio in Q3 2026, its #34 holding.
Wealth Alliance Advisory Group first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2025 and has held it in 7 quarters since.
Wealth Alliance Advisory Group's Franklin Dynamic Municipal Bond ETF position peaked at $5.42M in Q2 2026.
23 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.