MFG
FLMI icon

Magnus Financial Group’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Magnus Financial Group’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
-8,409
Closed -$206K – 388
2025
Q1 		$206K Sell
8,409
-1,256
-13% -$30.8K 0.02% 346
2024
Q4 		$236K Buy
9,665
+332
+4% +$8.21K 0.02% 318
2024
Q3 		$233K Buy
9,333
+204
+2% +$5.04K 0.02% 301
2024
Q2 		$223K Buy
9,129
+19
+0.2% +$461 0.03% 293
2024
Q1 		$223K Buy
9,110
+549
+6% +$13.3K 0.03% 292
2023
Q4 		$208K Sell
8,561
-26,264
-75% -$612K 0.03% 276
2023
Q3 		$799K Buy
34,825
+3,058
+10% +$72.2K 0.12% 127
2023
Q2 		$759K Buy
31,767
+5,849
+23% +$140K 0.11% 139
2023
Q1 		$620K Buy
25,918
+5,148
+25% +$123K 0.09% 152
2022
Q4 		$485K Sell
20,770
-478,630
-96% -$11.1M 0.08% 155
2022
Q3 		$11.4M Buy
499,400
+41,798
+9% +$995K 2.17% 12
2022
Q2 		$10.8M Buy
+457,602
New +$10.9M 1.99% 14

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MAS
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CBT
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $5.44B AUM 13.64% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return