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AssuredPartners Investment Advisors’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

AssuredPartners Investment Advisors’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
Q1 		$5.34M Buy
+95,984
New +$5.47M 0.58% 43

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AssuredPartners Investment Advisors's FLQM Position: Q1 2026 in Review

AssuredPartners Investment Advisors opened a new position in Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q1 2026: 95,984 shares worth $5.34M. The stake represents 0.58% of the portfolio and ranks #43 among its holdings.

165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

  • AssuredPartners Investment Advisors held 95,984 shares of Franklin US Mid Cap Multifactor Index ETF worth $5.34M as of Q1 2026.
  • Franklin US Mid Cap Multifactor Index ETF was a new AssuredPartners Investment Advisors position in Q1 2026.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.58% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #43 holding.
  • 165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.