AssetMark Inc’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

AssetMark Inc’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
2026 Q3	$36.1K	Sell	628 -28	-4%	-$1.68K	﹤0.01%	2012
2026 Q2	$38K	Buy	656 +500	+321%	+$28.4K	﹤0.01%	1942
2026 Q1	$8.57K	Buy	156 +138	+767%	+$7.87K	﹤0.01%	2372
2025 Q4	$1.01K	Hold	18	–	–	﹤0.01%	2926
2025 Q3	$1.02K	Hold	18	–	–	﹤0.01%	2775
2025 Q2	$978	Buy	+18	New	+$946	﹤0.01%	2616
2025 Q1	–	Sell	-525	Closed	-$28.5K	–	2666
2024 Q4	$28.5K	Buy	+525	New	+$29.5K	﹤0.01%	1570
2023 Q4	–	Sell	-62	Closed	-$2.66K	–	1902
2023 Q3	$2.66K	Buy	+62	New	+$2.78K	﹤0.01%	1446

Other funds holding FLQM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Eagle Wealth Strategies West Deptford, New Jersey $263M AUM 24.54% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Sherrill & Hutchins Financial Advisory Atlanta, Georgia $207M AUM 7.48% 1-Year Est. Return

Flynn Zito Capital Management Garden City, New York $379M AUM 27.93% 1-Year Est. Return

TrustBank Olney, Illinois $317M AUM 14.36% 1-Year Est. Return

Piedmont Capital Management (North Carolina) Greensboro, North Carolina $168M AUM 22.46% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

AssetMark Inc's FLQM Position: Q3 2026 in Review

AssetMark Inc reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 4.3% in Q3 2026, selling an estimated $1.68K and leaving 628 shares worth $36.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2012.

AssetMark Inc first reported a position in FLQM in Q3 2023 and has held it in 8 quarters since. The position peaked at $38K in Q2 2026. 86 funds tracked by Wall St. Rank hold FLQM as of Q3 2026.

AssetMark Inc held 628 shares of Franklin US Mid Cap Multifactor Index ETF worth $36.1K as of Q3 2026.
AssetMark Inc sold 28 Franklin US Mid Cap Multifactor Index ETF shares in Q3 2026, an estimated $1.68K.
Franklin US Mid Cap Multifactor Index ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2012 holding.
AssetMark Inc first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2023 and has held it in 8 quarters since.
AssetMark Inc's Franklin US Mid Cap Multifactor Index ETF position peaked at $38K in Q2 2026.
86 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.