GAMMA Investing’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

GAMMA Investing’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	$59.5K	Hold	2,365	–	–	﹤0.01%	2181
2026 Q1	$58.6K	Sell	2,365 -4,899	-67%	-$123K	﹤0.01%	2083
2025 Q4	$181K	Buy	7,264 +124	+2%	+$3.08K	0.01%	1113
2025 Q3	$177K	Sell	7,140 -1,646	-19%	-$40K	0.01%	1057
2025 Q2	$213K	Sell	8,786 -49,910	-85%	-$1.2M	0.01%	868
2025 Q1	$1.43M	Sell	58,696 -4,705	-7%	-$116K	0.11%	169
2024 Q4	$1.55M	Buy	63,401 +23,174	+58%	+$573K	0.13%	138
2024 Q3	$1.01M	Buy	40,227 +12,227	+44%	+$302K	0.1%	186
2024 Q2	$683K	Buy	28,000 +25,718	+1,127%	+$625K	0.09%	196
2024 Q1	$56K	Buy	+2,282	New	+$55.4K	0.01%	966

Other funds holding FLMI

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return