Axis Wealth Partners’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Axis Wealth Partners’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	$209K	Sell	3,616 -1,741	-32%	-$98.8K	0.1%	176
2026 Q1	$294K	Sell	5,357 -1,051	-16%	-$59.9K	0.16%	139
2025 Q4	$361K	Sell	6,408 -264	-4%	-$14.8K	0.2%	124
2025 Q3	$377K	Buy	6,672 +649	+11%	+$36.3K	0.22%	113
2025 Q2	$327K	Buy	6,023 +1,206	+25%	+$63.4K	0.21%	112
2025 Q1	$255K	Buy	4,817 +306	+7%	+$16.7K	0.19%	124
2024 Q4	$245K	Buy	+4,511	New	+$254K	0.21%	121

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

Axis Wealth Partners's FLQM Position: Q2 2026 in Review

Axis Wealth Partners reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 32% in Q2 2026, selling an estimated $98.8K and leaving 3,616 shares worth $209K. The position accounts for 0.1% of the portfolio, ranked #176.

Axis Wealth Partners first reported a position in FLQM in Q4 2024 and has held it in 7 quarters since. The position peaked at $377K in Q3 2025. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

Axis Wealth Partners held 3,616 shares of Franklin US Mid Cap Multifactor Index ETF worth $209K as of Q2 2026.
Axis Wealth Partners sold 1,741 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $98.8K.
Franklin US Mid Cap Multifactor Index ETF made up 0.1% of Axis Wealth Partners's portfolio in Q2 2026, its #176 holding.
Axis Wealth Partners first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2024 and has held it in 7 quarters since.
Axis Wealth Partners's Franklin US Mid Cap Multifactor Index ETF position peaked at $377K in Q3 2025.
167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.