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Belpointe Asset Management’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-170
Closed -$4.07K – 1529
2023
Q1 		$4.07K Hold
170
– – ﹤0.01% 3089
2022
Q4 		$3.97K Buy
+170
New +$3.93K ﹤0.01% 3017

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BCI
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OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
LFP
Leeward Financial Partners Bellevue, Washington $381M AUM 23.91% 1-Year Est. Return

Belpointe Asset Management's FLMI Position: Q2 2023 in Review

Belpointe Asset Management sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q2 2023, closing a stake of 170 shares — an estimated $4.07K sold.

Belpointe Asset Management first reported a position in FLMI in Q4 2022 and held it in 2 quarters. The position peaked at $4.07K in Q1 2023. 29 funds tracked by Wall St. Rank hold FLMI as of Q2 2023.

  • Belpointe Asset Management reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 170 Franklin Dynamic Municipal Bond ETF shares in Q2 2023, an estimated $4.07K.
  • Belpointe Asset Management first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Franklin Dynamic Municipal Bond ETF position peaked at $4.07K in Q1 2023.
  • 29 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.