Purus Wealth Management
FMB icon

Purus Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Purus Wealth Management’s Portfolio FMB Stock Details FMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4,179
Closed -$215K – 172
2026
Q2 		$215K Sell
4,179
-125
-3% -$6.39K 0.06% 162
2026
Q1 		$218K Sell
4,304
-159
-4% -$8.17K 0.07% 149
2025
Q4 		$228K Sell
4,463
-931
-17% -$47.6K 0.07% 136
2025
Q3 		$274K Sell
5,394
-759
-12% -$37.9K 0.09% 114
2025
Q2 		$307K Sell
6,153
-38
-0.6% -$1.89K 0.11% 106
2025
Q1 		$312K Sell
6,191
-130
-2% -$6.63K 0.13% 92
2024
Q4 		$322K Sell
6,321
-120
-2% -$6.17K 0.13% 89
2024
Q3 		$335K Sell
6,441
-117
-2% -$6.04K 0.14% 87
2024
Q2 		$335K Sell
6,558
-21
-0.3% -$1.07K 0.15% 82
2024
Q1 		$338K Sell
6,579
-63
-0.9% -$3.24K 0.17% 81
2023
Q4 		$343K Sell
6,642
-1,833
-22% -$91.2K 0.2% 81
2023
Q3 		$414K Sell
8,475
-101
-1% -$5.07K 0.28% 68
2023
Q2 		$435K Sell
8,576
-35
-0.4% -$1.78K 0.28% 70
2023
Q1 		$439K Buy
8,611
+728
+9% +$37K 0.35% 64
2022
Q4 		$395K Sell
7,883
-4
-0.1% -$198 0.36% 65
2022
Q3 		$384K Buy
+7,887
New +$401K 0.35% 65
2022
Q1 		– Sell
-10,511
Closed -$599K – 119
2021
Q4 		$599K Buy
10,511
+133
+1% +$7.56K 0.38% 64
2021
Q3 		$589K Buy
10,378
+146
+1% +$8.38K 0.41% 53
2021
Q2 		$586K Buy
10,232
+200
+2% +$11.4K 0.42% 51
2021
Q1 		$566K Buy
10,032
+197
+2% +$11.2K 0.48% 49
2020
Q4 		$558K Buy
+9,835
New +$551K 0.5% 45

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Magnus Financial Group
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ABLE Financial Group
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ARWA LLC
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Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Midwest Financial Group
Midwest Financial Group Overland Park, Kansas $295M AUM 42.44% 1-Year Est. Return
Weitzel Financial Services
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

Purus Wealth Management's FMB Position: Q3 2026 in Review

Purus Wealth Management sold out of First Trust Managed Municipal ETF (FMB) in Q3 2026, closing a stake of 4,179 shares — an estimated $215K sold.

Purus Wealth Management first reported a position in FMB in Q4 2020 and held it in 21 quarters. The position peaked at $599K in Q4 2021. 61 funds tracked by Wall St. Rank hold FMB as of Q3 2026.

  • Purus Wealth Management reported no remaining First Trust Managed Municipal ETF position as of Q3 2026 after selling out during the quarter.
  • Purus Wealth Management sold 4,179 First Trust Managed Municipal ETF shares in Q3 2026, an estimated $215K.
  • Purus Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2020 and held it in 21 quarters.
  • Purus Wealth Management's First Trust Managed Municipal ETF position peaked at $599K in Q4 2021.
  • 61 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2026.

Based on Purus Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.