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Barnes Wealth Management Group’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

Barnes Wealth Management Group’s Portfolio FLQL Stock Details FLQL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$416K Buy
5,319
+702
+15% +$52.9K 0.19% 113
2026
Q1 		$312K Buy
+4,617
New +$324K 0.16% 134

Other funds holding FLQL

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Barnes Wealth Management Group's FLQL Position: Q2 2026 in Review

Barnes Wealth Management Group increased its Franklin US Large Cap Multifactor Index ETF (FLQL) stake by 15% in Q2 2026, buying an estimated $52.9K and bringing the position to 5,319 shares worth $416K. The position accounts for 0.19% of the portfolio, ranked #113.

Barnes Wealth Management Group first reported a position in FLQL in Q1 2026 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold FLQL as of Q2 2026.

  • Barnes Wealth Management Group held 5,319 shares of Franklin US Large Cap Multifactor Index ETF worth $416K as of Q2 2026.
  • Barnes Wealth Management Group bought 702 Franklin US Large Cap Multifactor Index ETF shares in Q2 2026, an estimated $52.9K.
  • Franklin US Large Cap Multifactor Index ETF made up 0.19% of Barnes Wealth Management Group's portfolio in Q2 2026, its #113 holding.
  • Barnes Wealth Management Group first reported a position in Franklin US Large Cap Multifactor Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.