Penney Financial
FLMI icon

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

Penney Financial’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
Q3 		– Sell
-124,597
Closed -$3.14M – 51
2026
Q2 		$3.14M Sell
124,597
-168,418
-57% -$4.2M 1.1% 17
2026
Q1 		$7.26M Buy
293,015
+32,573
+13% +$817K 2.79% 9
2025
Q4 		$6.48M Buy
260,442
+183,905
+240% +$4.57M 2.5% 11
2025
Q3 		$1.9M Buy
+76,537
New +$1.86M 0.85% 20

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
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Midwest Financial Partners Investments
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
MFA Wealth Advisors
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Penney Financial's FLMI Position: Q3 2026 in Review

Penney Financial sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q3 2026, closing a stake of 124,597 shares — an estimated $3.14M sold.

Penney Financial first reported a position in FLMI in Q3 2025 and held it in 4 quarters. The position peaked at $7.26M in Q1 2026. 126 funds tracked by Wall St. Rank hold FLMI as of Q3 2026.

  • Penney Financial reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Penney Financial sold 124,597 Franklin Dynamic Municipal Bond ETF shares in Q3 2026, an estimated $3.14M.
  • Penney Financial first reported a position in Franklin Dynamic Municipal Bond ETF in Q3 2025 and held it in 4 quarters.
  • Penney Financial's Franklin Dynamic Municipal Bond ETF position peaked at $7.26M in Q1 2026.
  • 126 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2026.

Based on Penney Financial's 13F filing for Q3 2026, filed 20 Oct 2026.