XY Planning Network
FLMI icon

XY Planning Network’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

XY Planning Network’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 		$1.31M Buy
56,381
+12,732
+29% +$311K 0.14% 130
2026
Q2 		$1.1M Buy
+43,649
New +$1.09M 0.14% 137

Other funds holding FLMI

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
Midwest Financial Partners Investments
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
MFA Wealth Advisors
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
Asio Capital
Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
Fjell Capital
Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Wealth Alliance Advisory Group
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

XY Planning Network's FLMI Position: Q3 2026 in Review

XY Planning Network increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 29% in Q3 2026, buying an estimated $311K and bringing the position to 56,381 shares worth $1.31M. The position accounts for 0.14% of the portfolio, ranked #130.

XY Planning Network first reported a position in FLMI in Q2 2026 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold FLMI as of Q3 2026.

  • XY Planning Network held 56,381 shares of Franklin Dynamic Municipal Bond ETF worth $1.31M as of Q3 2026.
  • XY Planning Network bought 12,732 Franklin Dynamic Municipal Bond ETF shares in Q3 2026, an estimated $311K.
  • Franklin Dynamic Municipal Bond ETF made up 0.14% of XY Planning Network's portfolio in Q3 2026, its #130 holding.
  • XY Planning Network first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.