Steward Partners Investment Advisory’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.72M	Sell	150,145 -11,475	-7%	-$288K	0.02%	623
2025 Q4	$4.02M	Buy	161,620 +19,023	+13%	+$473K	0.02%	545
2025 Q3	$3.53M	Buy	142,597 +24,877	+21%	+$604K	0.02%	575
2025 Q2	$2.86M	Buy	117,720 +24,571	+26%	+$592K	0.02%	587
2025 Q1	$2.28M	Buy	93,149 +10,664	+13%	+$262K	0.02%	628
2024 Q4	$2.02M	Buy	82,485 +16,372	+25%	+$405K	0.02%	636
2024 Q3	$1.65M	Buy	66,113 +25,587	+63%	+$632K	0.02%	690
2024 Q2	$989K	Buy	40,526 +2,263	+6%	+$55K	0.01%	817
2024 Q1	$939K	Buy	38,263 +24,302	+174%	+$590K	0.01%	817
2023 Q4	$339K	Buy	13,961 +1,963	+16%	+$45.7K	﹤0.01%	1166
2023 Q3	$275K	Buy	11,998 +3,076	+34%	+$72.6K	﹤0.01%	1154
2023 Q2	$213K	Buy	8,922 +1,691	+23%	+$40.4K	﹤0.01%	1261
2023 Q1	$173K	Buy	7,231 +3,062	+73%	+$72.9K	﹤0.01%	1356
2022 Q4	$97.4K	Sell	4,169 -349	-8%	-$8.06K	﹤0.01%	1567
2022 Q3	$103K	Buy	4,518 +2,773	+159%	+$66K	﹤0.01%	1486
2022 Q2	$41K	Buy	+1,745	New	+$41.7K	﹤0.01%	1892