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

Aspire 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
2024
Q3 		$73.5K Buy
1,320
+492
+59% +$26.2K 0.04% 130
2024
Q2 		$42.5K Buy
828
+64
+8% +$3.29K 0.02% 135
2024
Q1 		$40.8K Buy
764
+168
+28% +$8.36K 0.02% 137
2023
Q4 		$28.7K Buy
+596
New +$26.4K 0.02% 139

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Aspire Wealth Management's FLQM Position: Q3 2024 in Review

Aspire Wealth Management increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 59% in Q3 2024, buying an estimated $26.2K and bringing the position to 1,320 shares worth $73.5K. The position accounts for 0.04% of the portfolio, ranked #130.

Aspire Wealth Management first reported a position in FLQM in Q4 2023 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold FLQM as of Q3 2024.

  • Aspire Wealth Management held 1,320 shares of Franklin US Mid Cap Multifactor Index ETF worth $73.5K as of Q3 2024.
  • Aspire Wealth Management bought 492 Franklin US Mid Cap Multifactor Index ETF shares in Q3 2024, an estimated $26.2K.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.04% of Aspire Wealth Management's portfolio in Q3 2024, its #130 holding.
  • Aspire Wealth Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2023 and has held it in 4 quarters since.
  • 128 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.