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 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 $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc's FLQM Position: Q2 2026 in Review

AssetMark Inc increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 321% in Q2 2026, buying an estimated $28.4K and bringing the position to 656 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

AssetMark Inc first reported a position in FLQM in Q3 2023 and has held it in 7 quarters since. 166 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

AssetMark Inc held 656 shares of Franklin US Mid Cap Multifactor Index ETF worth $38K as of Q2 2026.
AssetMark Inc bought 500 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $28.4K.
Franklin US Mid Cap Multifactor Index ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1942 holding.
AssetMark Inc first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2023 and has held it in 7 quarters since.
166 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.