Wealthcare Advisory Partners’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Wealthcare Advisory Partners’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	$228K	Sell	9,073 -19,726	-68%	-$493K	﹤0.01%	991
2026 Q1	$714K	Buy	28,799 +17,828	+163%	+$447K	0.01%	597
2025 Q4	$273K	Buy	+10,971	New	+$273K	0.01%	911
2025 Q3	–	Sell	-26,060	Closed	-$632K	–	1034
2025 Q2	$632K	Buy	+26,060	New	+$628K	0.01%	590

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

Wealthcare Advisory Partners's FLMI Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 68% in Q2 2026, selling an estimated $493K and leaving 9,073 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Wealthcare Advisory Partners first reported a position in FLMI in Q2 2025 and has held it in 4 quarters since. The position peaked at $714K in Q1 2026. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Wealthcare Advisory Partners held 9,073 shares of Franklin Dynamic Municipal Bond ETF worth $228K as of Q2 2026.
Wealthcare Advisory Partners sold 19,726 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $493K.
Franklin Dynamic Municipal Bond ETF made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #991 holding.
Wealthcare Advisory Partners first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
Wealthcare Advisory Partners's Franklin Dynamic Municipal Bond ETF position peaked at $714K in Q1 2026.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.