Wealth Enhancement Advisory Services
FLMI icon

Wealth Enhancement Advisory Services’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.79M Buy
71,759
+16,224
+29% +$405K ﹤0.01% 1653
2026
Q1 		$1.38M Buy
55,535
+43,262
+352% +$1.08M ﹤0.01% 1599
2025
Q4 		$306K Buy
+12,273
New +$305K ﹤0.01% 2902
2023
Q4 		– Sell
-20,547
Closed -$472K – 2376
2023
Q3 		$472K Buy
+20,547
New +$485K ﹤0.01% 1459

Other funds holding FLMI

LPL Financial
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CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's FLMI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 29% in Q2 2026, buying an estimated $405K and bringing the position to 71,759 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

Wealth Enhancement Advisory Services first reported a position in FLMI in Q3 2023 and has held it in 4 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 71,759 shares of Franklin Dynamic Municipal Bond ETF worth $1.79M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 16,224 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $405K.
  • Franklin Dynamic Municipal Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1653 holding.
  • Wealth Enhancement Advisory Services first reported a position in Franklin Dynamic Municipal Bond ETF in Q3 2023 and has held it in 4 quarters since.
  • 228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.