Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$5.65M Buy
83,486
+15,104
+22% +$1.06M 0.01% 755
2025
Q4 		$4.74M Buy
68,382
+16,704
+32% +$1.15M 0.01% 800
2025
Q3 		$3.54M Buy
51,678
+15,783
+44% +$1.04M 0.01% 855
2025
Q2 		$2.27M Buy
35,895
+5,334
+17% +$310K 0.01% 904
2025
Q1 		$1.73M Buy
30,561
+2,268
+8% +$135K 0.01% 875
2024
Q4 		$1.66M Buy
28,293
+8,282
+41% +$491K 0.01% 853
2024
Q3 		$1.16M Buy
20,011
+16,695
+503% +$937K 0.01% 939
2024
Q2 		$184K Sell
3,316
-240
-7% -$12.7K ﹤0.01% 1627
2024
Q1 		$189K Buy
3,556
+2,798
+369% +$141K ﹤0.01% 1544
2023
Q4 		$36K Buy
758
+2
+0.3% +$90 ﹤0.01% 2368
2023
Q3 		$33K Buy
756
+1
+0.1% +$45 ﹤0.01% 2338
2023
Q2 		$34K Buy
755
+65
+9% +$2.75K ﹤0.01% 2269
2023
Q1 		$29K Sell
690
-359
-34% -$14.5K ﹤0.01% 2243
2022
Q4 		$41K Sell
1,049
-2,261
-68% -$89.7K ﹤0.01% 1860
2022
Q3 		$121K Hold
3,310
– – ﹤0.01% 1262
2022
Q2 		$128K Sell
3,310
-2,545
-43% -$106K ﹤0.01% 1217
2022
Q1 		$263K Hold
5,855
– – ﹤0.01% 933
2021
Q4 		$275K Buy
+5,855
New +$263K ﹤0.01% 908
2021
Q2 		$255K Hold
5,953
– – ﹤0.01% 828
2021
Q1 		$255K Hold
5,953
– – ﹤0.01% 828
2020
Q4 		$255K Hold
5,953
– – ﹤0.01% 828
2020
Q3 		$255K Hold
5,953
– – ﹤0.01% 828
2020
Q2 		$255K Hold
5,953
– – ﹤0.01% 828
2020
Q1 		$255K Hold
5,953
– – ﹤0.01% 828
2019
Q4 		$255K Hold
5,953
– – ﹤0.01% 828
2019
Q3 		$255K Hold
5,953
– – ﹤0.01% 828
2019
Q2 		$255K Hold
5,953
– – ﹤0.01% 828
2019
Q1 		$255K Buy
+5,953
New +$179K ﹤0.01% 828

Other funds holding FLQL

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FLQL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Franklin US Large Cap Multifactor Index ETF (FLQL) stake by 22% in Q1 2026, buying an estimated $1.06M and bringing the position to 83,486 shares worth $5.65M. The position accounts for 0.01% of the portfolio, ranked #755.

Carson Wealth (CWM LLC) first reported a position in FLQL in Q1 2019 and has held it in 28 quarters since. 91 funds tracked by Wall St. Rank hold FLQL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 83,486 shares of Franklin US Large Cap Multifactor Index ETF worth $5.65M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 15,104 Franklin US Large Cap Multifactor Index ETF shares in Q1 2026, an estimated $1.06M.
  • Franklin US Large Cap Multifactor Index ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #755 holding.
  • Carson Wealth (CWM LLC) first reported a position in Franklin US Large Cap Multifactor Index ETF in Q1 2019 and has held it in 28 quarters since.
  • 91 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.