Belpointe Asset Management’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

Belpointe Asset Management’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
2023 Q2	–	Sell	-1,656	Closed	-$68.5K	–	1532
2023 Q1	$68.5K	Hold	1,656	–	–	﹤0.01%	1529
2022 Q4	$65K	Buy	+1,656	New	+$65.7K	﹤0.01%	1469

Other funds holding FLQL

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Belpointe Asset Management's FLQL Position: Q2 2023 in Review

Belpointe Asset Management sold out of Franklin US Large Cap Multifactor Index ETF (FLQL) in Q2 2023, closing a stake of 1,656 shares — an estimated $68.5K sold.

Belpointe Asset Management first reported a position in FLQL in Q4 2022 and held it in 2 quarters. The position peaked at $68.5K in Q1 2023. 53 funds tracked by Wall St. Rank hold FLQL as of Q2 2023.

Belpointe Asset Management reported no remaining Franklin US Large Cap Multifactor Index ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 1,656 Franklin US Large Cap Multifactor Index ETF shares in Q2 2023, an estimated $68.5K.
Belpointe Asset Management first reported a position in Franklin US Large Cap Multifactor Index ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Franklin US Large Cap Multifactor Index ETF position peaked at $68.5K in Q1 2023.
53 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.