Bank of Montreal
FLQM icon

Bank of Montreal’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Bank of Montreal’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
Q3 		– Sell
-432
Closed -$23.5K – 3627
2025
Q2 		$23.5K Sell
432
-5,445
-93% -$286K ﹤0.01% 3258
2025
Q1 		$312K Sell
5,877
-86,637
-94% -$4.73M ﹤0.01% 2494
2024
Q4 		$5.02M Sell
92,514
-12,890
-12% -$725K ﹤0.01% 1212
2024
Q3 		$5.86M Buy
+105,404
New +$5.62M ﹤0.01% 1249

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
Raymond James Financial
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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal's FLQM Position: Q3 2025 in Review

Bank of Montreal sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q3 2025, closing a stake of 432 shares — an estimated $23.5K sold.

Bank of Montreal first reported a position in FLQM in Q3 2024 and held it in 4 quarters. The position peaked at $5.86M in Q3 2024. 163 funds tracked by Wall St. Rank hold FLQM as of Q3 2025.

  • Bank of Montreal reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 432 Franklin US Mid Cap Multifactor Index ETF shares in Q3 2025, an estimated $23.5K.
  • Bank of Montreal first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2024 and held it in 4 quarters.
  • Bank of Montreal's Franklin US Mid Cap Multifactor Index ETF position peaked at $5.86M in Q3 2024.
  • 163 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.