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Belpointe Asset Management’s Franklin Municipal Green Bond ETF FLMB Stock Holding History

Belpointe Asset Management’s Portfolio FLMB Stock Details FLMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,053
Closed -$24.4K – 3772
2022
Q4 		$24.4K Buy
+1,053
New +$24.1K ﹤0.01% 2038

Other funds holding FLMB

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Belpointe Asset Management's FLMB Position: Q1 2023 in Review

Belpointe Asset Management sold out of Franklin Municipal Green Bond ETF (FLMB) in Q1 2023, closing a stake of 1,053 shares — an estimated $24.4K sold.

Belpointe Asset Management first reported a position in FLMB in Q4 2022 and held it in 1 quarter. The position peaked at $24.4K in Q4 2022. 16 funds tracked by Wall St. Rank hold FLMB as of Q1 2023.

  • Belpointe Asset Management reported no remaining Franklin Municipal Green Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,053 Franklin Municipal Green Bond ETF shares in Q1 2023, an estimated $24.4K.
  • Belpointe Asset Management first reported a position in Franklin Municipal Green Bond ETF in Q4 2022 and held it in 1 quarter.
  • Belpointe Asset Management's Franklin Municipal Green Bond ETF position peaked at $24.4K in Q4 2022.
  • 16 funds tracked by Wall St. Rank held Franklin Municipal Green Bond ETF as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.