Visionary Wealth Advisors’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	$349K	Sell	14,078 -1,131	-7%	-$28.4K	0.02%	487
2025 Q4	$378K	Buy	+15,209	New	+$378K	0.02%	450
2025 Q2	–	Sell	-20,991	Closed	-$513K	–	577
2025 Q1	$513K	Buy	20,991 +183	+0.9%	+$4.49K	0.03%	343
2024 Q4	$508K	Buy	20,808 +220	+1%	+$5.44K	0.03%	352
2024 Q3	$515K	Buy	20,588 +1,638	+9%	+$40.5K	0.03%	340
2024 Q2	$462K	Buy	18,950 +1,845	+11%	+$44.8K	0.03%	340
2024 Q1	$420K	Sell	17,105 -1,551	-8%	-$37.7K	0.03%	353
2023 Q4	$453K	Sell	18,656 -268	-1%	-$6.24K	0.03%	330
2023 Q3	$434K	Buy	18,924 +217	+1%	+$5.12K	0.04%	321
2023 Q2	$447K	Buy	18,707 +637	+4%	+$15.2K	0.04%	308
2023 Q1	$432K	Buy	+18,070	New	+$430K	0.04%	297