Carson Wealth (CWM LLC)
FLQM icon

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

Carson Wealth (CWM 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
Q1 		$36.7M Sell
667,636
-95,983
-13% -$5.47M 0.1% 199
2025
Q4 		$43M Sell
763,619
-199,169
-21% -$11.2M 0.12% 163
2025
Q3 		$54.3M Sell
962,788
-106,938
-10% -$5.97M 0.16% 121
2025
Q2 		$58.1M Sell
1,069,726
-371,777
-26% -$19.5M 0.2% 98
2025
Q1 		$76.4M Buy
1,441,503
+231,691
+19% +$12.7M 0.3% 69
2024
Q4 		$65.7M Buy
1,209,812
+174,268
+17% +$9.8M 0.27% 71
2024
Q3 		$57.7M Buy
1,035,544
+274,529
+36% +$14.6M 0.25% 77
2024
Q2 		$39M Buy
761,015
+84,455
+12% +$4.35M 0.18% 113
2024
Q1 		$36.2M Buy
676,560
+264,848
+64% +$13.2M 0.18% 119
2023
Q4 		$19.8M Buy
411,712
+271,244
+193% +$12M 0.11% 185
2023
Q3 		$6.04M Buy
140,468
+85,900
+157% +$3.86M 0.04% 332
2023
Q2 		$2.45M Buy
+54,568
New +$2.36M 0.02% 479

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 13% in Q1 2026, selling an estimated $5.47M and leaving 667,636 shares worth $36.7M. The position accounts for 0.1% of the portfolio, ranked #199.

Carson Wealth (CWM LLC) first reported a position in FLQM in Q2 2023 and has held it in 12 quarters since. The position peaked at $76.4M in Q1 2025. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 667,636 shares of Franklin US Mid Cap Multifactor Index ETF worth $36.7M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 95,983 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $5.47M.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.1% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #199 holding.
  • Carson Wealth (CWM LLC) first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q2 2023 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Franklin US Mid Cap Multifactor Index ETF position peaked at $76.4M in Q1 2025.
  • 165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

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