Avantax Advisory Services’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Avantax Advisory Services’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
2025 Q2	$7.62M	Buy	140,217 +16,214	+13%	+$852K	0.04%	332
2025 Q1	$6.57M	Sell	124,003 -4,862	-4%	-$266K	0.04%	337
2024 Q4	$7M	Buy	128,865 +6,965	+6%	+$392K	0.04%	307
2024 Q3	$6.79M	Buy	121,900 +58,801	+93%	+$3.13M	0.04%	320
2024 Q2	$3.24M	Buy	63,099 +2,160	+4%	+$111K	0.02%	500
2024 Q1	$3.26M	Sell	60,939 -4,941	-8%	-$246K	0.03%	405
2023 Q4	$3.17M	Buy	65,880 +11,870	+22%	+$526K	0.03%	387
2023 Q3	$2.32M	Buy	54,010 +2,625	+5%	+$118K	0.03%	420
2023 Q2	$2.31M	Buy	51,385 +2,138	+4%	+$92.4K	0.03%	414
2023 Q1	$2.13M	Buy	49,247 +36,264	+279%	+$1.57M	0.03%	423
2022 Q4	$539K	Buy	+12,983	New	+$534K	0.01%	825

Other funds holding FLQM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's FLQM Position: Q2 2025 in Review

Avantax Advisory Services increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 13% in Q2 2025, buying an estimated $852K and bringing the position to 140,217 shares worth $7.62M. The position accounts for 0.04% of the portfolio, ranked #332.

Avantax Advisory Services first reported a position in FLQM in Q4 2022 and has held it in 11 quarters since. 165 funds tracked by Wall St. Rank hold FLQM as of Q2 2025.

Avantax Advisory Services held 140,217 shares of Franklin US Mid Cap Multifactor Index ETF worth $7.62M as of Q2 2025.
Avantax Advisory Services bought 16,214 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2025, an estimated $852K.
Franklin US Mid Cap Multifactor Index ETF made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #332 holding.
Avantax Advisory Services first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2022 and has held it in 11 quarters since.
165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.