Atria Investments’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Atria Investments’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	$8.13M	Buy	140,448 +116,954	+498%	+$6.63M	0.08%	261
2026 Q1	$1.29M	Buy	23,494 +1,845	+9%	+$105K	0.01%	923
2025 Q4	$1.22M	Sell	21,649 -59,934	-73%	-$3.36M	0.01%	965
2025 Q3	$4.61M	Sell	81,583 -82,700	-50%	-$4.62M	0.05%	416
2025 Q2	$8.92M	Buy	164,283 +8,505	+5%	+$447K	0.11%	217
2025 Q1	$8.26M	Sell	155,778 -9,014	-5%	-$492K	0.11%	225
2024 Q4	$8.95M	Buy	164,792 +127,698	+344%	+$7.18M	0.11%	205
2024 Q3	$2.07M	Buy	37,094 +14,396	+63%	+$767K	0.03%	656
2024 Q2	$1.16M	Sell	22,698 -273	-1%	-$14K	0.02%	866
2024 Q1	$1.23M	Sell	22,971 -1,933	-8%	-$96.2K	0.02%	865
2023 Q4	$1.2M	Buy	+24,904	New	+$1.1M	0.02%	814

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

Atria Investments's FLQM Position: Q2 2026 in Review

Atria Investments increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 498% in Q2 2026, buying an estimated $6.63M and bringing the position to 140,448 shares worth $8.13M. The position accounts for 0.08% of the portfolio, ranked #261.

Atria Investments first reported a position in FLQM in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.95M in Q4 2024. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

Atria Investments held 140,448 shares of Franklin US Mid Cap Multifactor Index ETF worth $8.13M as of Q2 2026.
Atria Investments bought 116,954 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $6.63M.
Franklin US Mid Cap Multifactor Index ETF made up 0.08% of Atria Investments's portfolio in Q2 2026, its #261 holding.
Atria Investments first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2023 and has held it in 11 quarters since.
Atria Investments's Franklin US Mid Cap Multifactor Index ETF position peaked at $8.95M in Q4 2024.
167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.