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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

Other funds holding FLMI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $369B AUM 28.27% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Magnus Financial Group's FLMI Position: Q2 2025 in Review

Magnus Financial Group sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q2 2025, closing a stake of 8,409 shares — an estimated $206K sold.

Magnus Financial Group first reported a position in FLMI in Q2 2022 and held it in 12 quarters. The position peaked at $11.4M in Q3 2022. 140 funds tracked by Wall St. Rank hold FLMI as of Q2 2025.

  • Magnus Financial Group reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Magnus Financial Group sold 8,409 Franklin Dynamic Municipal Bond ETF shares in Q2 2025, an estimated $206K.
  • Magnus Financial Group first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2022 and held it in 12 quarters.
  • Magnus Financial Group's Franklin Dynamic Municipal Bond ETF position peaked at $11.4M in Q3 2022.
  • 140 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2025.

Based on Magnus Financial Group's 13F filing for Q2 2025, filed 16 Jul 2025.