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Activest Wealth Management’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Activest Wealth Management’s Portfolio FLQM Stock Details FLQM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-676
Closed -$26K – 499
2022
Q2 		$26K Buy
+676
New +$28.2K 0.02% 131

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Activest Wealth Management's FLQM Position: Q3 2022 in Review

Activest Wealth Management sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q3 2022, closing a stake of 676 shares — an estimated $26K sold.

Activest Wealth Management first reported a position in FLQM in Q2 2022 and held it in 1 quarter. The position peaked at $26K in Q2 2022. 26 funds tracked by Wall St. Rank hold FLQM as of Q3 2022.

  • Activest Wealth Management reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q3 2022 after selling out during the quarter.
  • Activest Wealth Management sold 676 Franklin US Mid Cap Multifactor Index ETF shares in Q3 2022, an estimated $26K.
  • Activest Wealth Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q2 2022 and held it in 1 quarter.
  • Activest Wealth Management's Franklin US Mid Cap Multifactor Index ETF position peaked at $26K in Q2 2022.
  • 26 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q3 2022.

Based on Activest Wealth Management's 13F filing for Q3 2022, filed 13 Oct 2022.