Berger Financial Group’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Berger Financial Group’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	$2.41M	Buy	43,939 +1,193	+3%	+$68K	0.14%	125
2025 Q4	$2.4M	Sell	42,746 -264	-0.6%	-$14.8K	0.14%	123
2025 Q3	$2.43M	Sell	43,010 -805	-2%	-$45K	0.15%	119
2025 Q2	$2.38M	Sell	43,815 -3,588	-8%	-$189K	0.15%	120
2025 Q1	$2.51M	Buy	47,403 +106	+0.2%	+$5.79K	0.17%	114
2024 Q4	$2.57M	Buy	47,297 +375	+0.8%	+$21.1K	0.18%	115
2024 Q3	$2.61M	Sell	46,922 -1,185	-2%	-$63.2K	0.19%	105
2024 Q2	$2.47M	Sell	48,107 -33,244	-41%	-$1.71M	0.2%	105
2024 Q1	$4.35M	Buy	+81,351	New	+$4.05M	0.36%	81

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

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

Berger Financial Group's FLQM Position: Q1 2026 in Review

Berger Financial Group increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 2.8% in Q1 2026, buying an estimated $68K and bringing the position to 43,939 shares worth $2.41M. The position accounts for 0.14% of the portfolio, ranked #125.

Berger Financial Group first reported a position in FLQM in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.35M in Q1 2024. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

Berger Financial Group held 43,939 shares of Franklin US Mid Cap Multifactor Index ETF worth $2.41M as of Q1 2026.
Berger Financial Group bought 1,193 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $68K.
Franklin US Mid Cap Multifactor Index ETF made up 0.14% of Berger Financial Group's portfolio in Q1 2026, its #125 holding.
Berger Financial Group first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2024 and has held it in 9 quarters since.
Berger Financial Group's Franklin US Mid Cap Multifactor Index ETF position peaked at $4.35M in Q1 2024.
165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.