Capital Analysts LLC’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Capital Analysts LLC’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	$53K	Sell	915 -191	-17%	-$10.8K	﹤0.01%	982
2026 Q1	$60K	Sell	1,106 -2,600	-70%	-$148K	﹤0.01%	909
2025 Q4	$208K	Sell	3,706 -119	-3%	-$6.68K	0.01%	608
2025 Q3	$216K	Buy	3,825 +2,528	+195%	+$141K	0.01%	586
2025 Q2	$70K	Buy	1,297 +1,151	+788%	+$60.5K	﹤0.01%	743
2025 Q1	$8K	Buy	+146	New	+$7.98K	﹤0.01%	1155

Other funds holding FLQM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Analysts LLC's FLQM Position: Q2 2026 in Review

Capital Analysts LLC reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 17% in Q2 2026, selling an estimated $10.8K and leaving 915 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Capital Analysts LLC first reported a position in FLQM in Q1 2025 and has held it in 6 quarters since. The position peaked at $216K in Q3 2025. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

Capital Analysts LLC held 915 shares of Franklin US Mid Cap Multifactor Index ETF worth $53K as of Q2 2026.
Capital Analysts LLC sold 191 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $10.8K.
Franklin US Mid Cap Multifactor Index ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #982 holding.
Capital Analysts LLC first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2025 and has held it in 6 quarters since.
Capital Analysts LLC's Franklin US Mid Cap Multifactor Index ETF position peaked at $216K in Q3 2025.
167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.