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Axxcess Wealth Management’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Axxcess Wealth Management’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 		$884K Buy
+15,274
New +$867K 0.01% 560
2026
Q1 		– Sell
-14,585
Closed -$821K – 610
2025
Q4 		$821K Buy
14,585
+275
+2% +$15.4K 0.01% 552
2025
Q3 		$808K Buy
14,310
+85
+0.6% +$4.75K 0.02% 494
2025
Q2 		$773K Sell
14,225
-227
-2% -$11.9K 0.02% 491
2025
Q1 		$766K Buy
14,452
+313
+2% +$17.1K 0.02% 457
2024
Q4 		$768K Sell
14,139
-862
-6% -$48.5K 0.02% 457
2024
Q3 		$836K Buy
+15,001
New +$800K 0.02% 430

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
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
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Axxcess Wealth Management's FLQM Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q2 2026: 15,274 shares worth $884K. The stake represents 0.01% of the portfolio and ranks #560 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in FLQM as recently as Q4 2025.

Axxcess Wealth Management first reported a position in FLQM in Q3 2024 and has held it in 7 quarters since. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • Axxcess Wealth Management held 15,274 shares of Franklin US Mid Cap Multifactor Index ETF worth $884K as of Q2 2026.
  • Franklin US Mid Cap Multifactor Index ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #560 holding.
  • Axxcess Wealth Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2024 and has held it in 7 quarters since.
  • 167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

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