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

Base 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
2025 Q4	–	Sell	-96,971	Closed	-$5.47M	–	61
2025 Q3	$5.47M	Buy	96,971 +7,521	+8%	+$420K	3.12%	12
2025 Q2	$4.86M	Sell	89,450 -524	-0.6%	-$27.5K	3.11%	13
2025 Q1	$4.77M	Buy	+89,974	New	+$4.92M	3.63%	10

Other funds holding FLQM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $692M AUM 13% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Base Wealth Management's FLQM Position: Q4 2025 in Review

Base Wealth Management sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q4 2025, closing a stake of 96,971 shares — an estimated $5.47M sold.

Base Wealth Management first reported a position in FLQM in Q1 2025 and held it in 3 quarters. The position peaked at $5.47M in Q3 2025. 171 funds tracked by Wall St. Rank hold FLQM as of Q4 2025.

Base Wealth Management reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q4 2025 after selling out during the quarter.
Base Wealth Management sold 96,971 Franklin US Mid Cap Multifactor Index ETF shares in Q4 2025, an estimated $5.47M.
Base Wealth Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2025 and held it in 3 quarters.
Base Wealth Management's Franklin US Mid Cap Multifactor Index ETF position peaked at $5.47M in Q3 2025.
171 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q4 2025.

Based on Base Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.