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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
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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
HG
Harbor Group Bedford, New Hampshire $692M AUM 13% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return