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

Park Square 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
Q3 		– Sell
-200
Closed -$4.85K – 501
2025
Q2 		$4.85K Hold
200
– – ﹤0.01% 738
2025
Q1 		$4.89K Buy
+200
New +$4.91K ﹤0.01% 750

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CCWA
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MAS
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Focus Partners Wealth
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Park Square Financial Group's FLMI Position: Q3 2025 in Review

Park Square Financial Group sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q3 2025, closing a stake of 200 shares — an estimated $4.85K sold.

Park Square Financial Group first reported a position in FLMI in Q1 2025 and held it in 2 quarters. The position peaked at $4.89K in Q1 2025. 162 funds tracked by Wall St. Rank hold FLMI as of Q3 2025.

  • Park Square Financial Group reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 200 Franklin Dynamic Municipal Bond ETF shares in Q3 2025, an estimated $4.85K.
  • Park Square Financial Group first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2025 and held it in 2 quarters.
  • Park Square Financial Group's Franklin Dynamic Municipal Bond ETF position peaked at $4.89K in Q1 2025.
  • 162 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.