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 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

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

Wealth Alliance Advisory Group's FLMI Position: Q2 2026 in Review

Wealth Alliance Advisory Group increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 3.1% in Q2 2026, buying an estimated $163K and bringing the position to 215,204 shares worth $5.42M. The position accounts for 0.78% of the portfolio, ranked #31.

Wealth Alliance Advisory Group first reported a position in FLMI in Q1 2025 and has held it in 6 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Wealth Alliance Advisory Group held 215,204 shares of Franklin Dynamic Municipal Bond ETF worth $5.42M as of Q2 2026.
Wealth Alliance Advisory Group bought 6,528 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $163K.
Franklin Dynamic Municipal Bond ETF made up 0.78% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #31 holding.
Wealth Alliance Advisory Group first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.