Glenview Trust
FLMI icon

Glenview Trust’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Glenview Trust’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
2025
Q2 		– Sell
-106,938
Closed -$2.61M – 510
2025
Q1 		$2.61M Hold
106,938
– – 0.05% 194
2024
Q4 		$2.61M Buy
+106,938
New +$2.65M 0.05% 188

Other funds holding FLMI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Meeder Advisory Services
Meeder Advisory Services Dublin, Ohio $2.96B AUM 25.02% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Legacy CG
Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return

Glenview Trust's FLMI Position: Q2 2025 in Review

Glenview Trust sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q2 2025, closing a stake of 106,938 shares — an estimated $2.61M sold.

Glenview Trust first reported a position in FLMI in Q4 2024 and held it in 2 quarters. The position peaked at $2.61M in Q1 2025. 141 funds tracked by Wall St. Rank hold FLMI as of Q2 2025.

  • Glenview Trust reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Glenview Trust sold 106,938 Franklin Dynamic Municipal Bond ETF shares in Q2 2025, an estimated $2.61M.
  • Glenview Trust first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
  • Glenview Trust's Franklin Dynamic Municipal Bond ETF position peaked at $2.61M in Q1 2025.
  • 141 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2025.

Based on Glenview Trust's 13F filing for Q2 2025, filed 14 Aug 2025.