Pineridge Advisors’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Pineridge Advisors’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	$86.4K	Sell	3,490 -92	-3%	-$2.23K	0.02%	85
2025 Q2	$86.9K	Sell	3,582 -372	-9%	-$8.97K	0.03%	84
2025 Q1	$96.6K	Buy	3,954 +34	+0.9%	+$835	0.04%	79
2024 Q4	$95.8K	Sell	3,920 -114	-3%	-$2.82K	0.04%	97
2024 Q3	$101K	Sell	4,034 -1,103	-21%	-$27.2K	0.04%	96
2024 Q2	$125K	Sell	5,137 -363	-7%	-$8.82K	0.04%	85
2024 Q1	$135K	Sell	5,500 -76	-1%	-$1.85K	0.05%	76
2023 Q4	$135K	Buy	+5,576	New	+$130K	0.04%	90

Other funds holding FLMI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pineridge Advisors's FLMI Position: Q3 2025 in Review

Pineridge Advisors reduced its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 2.6% in Q3 2025, selling an estimated $2.23K and leaving 3,490 shares worth $86.4K. The position accounts for 0.02% of the portfolio, ranked #85.

Pineridge Advisors first reported a position in FLMI in Q4 2023 and has held it in 8 quarters since. The position peaked at $135K in Q4 2023. 162 funds tracked by Wall St. Rank hold FLMI as of Q3 2025.

Pineridge Advisors held 3,490 shares of Franklin Dynamic Municipal Bond ETF worth $86.4K as of Q3 2025.
Pineridge Advisors sold 92 Franklin Dynamic Municipal Bond ETF shares in Q3 2025, an estimated $2.23K.
Franklin Dynamic Municipal Bond ETF made up 0.02% of Pineridge Advisors's portfolio in Q3 2025, its #85 holding.
Pineridge Advisors first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's Franklin Dynamic Municipal Bond ETF position peaked at $135K in Q4 2023.
162 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.