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FLQM icon

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

Caprock 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 		– Sell
-3,617
Closed -$203K – 1168
2025
Q4 		$203K Buy
+3,617
New +$203K ﹤0.01% 1115
2025
Q1 		$226K Buy
4,256
+10
+0.2% +$546 0.01% 968
2024
Q4 		$231K Buy
+4,246
New +$239K 0.01% 889

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

Caprock Group's FLQM Position: Q1 2026 in Review

Caprock Group sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q1 2026, closing a stake of 3,617 shares — an estimated $203K sold.

Caprock Group first reported a position in FLQM in Q4 2024 and held it in 3 quarters. The position peaked at $231K in Q4 2024. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

  • Caprock Group reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q1 2026 after selling out during the quarter.
  • Caprock Group sold 3,617 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $203K.
  • Caprock Group first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2024 and held it in 3 quarters.
  • Caprock Group's Franklin US Mid Cap Multifactor Index ETF position peaked at $231K in Q4 2024.
  • 165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.