BFA
FLQM icon

Beaumont Financial Advisors’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Beaumont Financial Advisors’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 		$1.04M Buy
18,015
+267
+2% +$15.1K 0.07% 167
2026
Q1 		$975K Buy
17,748
+1,075
+6% +$61.3K 0.07% 165
2025
Q4 		$938K Buy
16,673
+214
+1% +$12K 0.06% 165
2025
Q3 		$929K Buy
16,459
+464
+3% +$25.9K 0.06% 166
2025
Q2 		$869K Sell
15,995
-477
-3% -$25.1K 0.06% 167
2025
Q1 		$873K Buy
16,472
+519
+3% +$28.4K 0.07% 165
2024
Q4 		$866K Sell
15,953
-1,338
-8% -$75.3K 0.07% 165
2024
Q3 		$963K Buy
+17,291
New +$922K 0.08% 148

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

Beaumont Financial Advisors's FLQM Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 1.5% in Q2 2026, buying an estimated $15.1K and bringing the position to 18,015 shares worth $1.04M. The position accounts for 0.07% of the portfolio, ranked #167.

Beaumont Financial Advisors first reported a position in FLQM in Q3 2024 and has held it in 8 quarters since. 166 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • Beaumont Financial Advisors held 18,015 shares of Franklin US Mid Cap Multifactor Index ETF worth $1.04M as of Q2 2026.
  • Beaumont Financial Advisors bought 267 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $15.1K.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.07% of Beaumont Financial Advisors's portfolio in Q2 2026, its #167 holding.
  • Beaumont Financial Advisors first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2024 and has held it in 8 quarters since.
  • 166 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.