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Bartlett & Co Wealth Management’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Bartlett & Co 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 		$5.82K Hold
100
– – ﹤0.01% 1071
2026
Q1 		$5.6K Sell
100
-30
-23% -$1.71K ﹤0.01% 1003
2025
Q4 		$7.31K Buy
+130
New +$7.29K ﹤0.01% 962

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

Bartlett & Co Wealth Management's FLQM Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Franklin US Mid Cap Multifactor Index ETF (FLQM) position steady in Q2 2026 at 100 shares worth $5.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Bartlett & Co Wealth Management first reported a position in FLQM in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.31K in Q4 2025. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • Bartlett & Co Wealth Management held 100 shares of Franklin US Mid Cap Multifactor Index ETF worth $5.82K as of Q2 2026.
  • Bartlett & Co Wealth Management left its Franklin US Mid Cap Multifactor Index ETF share count unchanged in Q2 2026.
  • Franklin US Mid Cap Multifactor Index ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1071 holding.
  • Bartlett & Co Wealth Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Bartlett & Co Wealth Management's Franklin US Mid Cap Multifactor Index ETF position peaked at $7.31K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.