Carson Wealth (CWM LLC)
FLQS icon

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

Carson Wealth (CWM LLC)’s Portfolio FLQS Stock Details FLQS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$404K Buy
9,456
+2,493
+36% +$111K ﹤0.01% 2174
2025
Q4 		$301K Buy
6,963
+5,815
+507% +$251K ﹤0.01% 2254
2025
Q3 		$50K Buy
1,148
+496
+76% +$21.2K ﹤0.01% 3534
2025
Q2 		$27K Sell
652
-773
-54% -$30.5K ﹤0.01% 3709
2025
Q1 		$56K Buy
1,425
+3
+0.2% +$124 ﹤0.01% 2886
2024
Q4 		$59K Buy
1,422
+770
+118% +$33.3K ﹤0.01% 2676
2024
Q3 		$28K Buy
+652
New +$26.5K ﹤0.01% 3141

Other funds holding FLQS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFF
Byrne Financial Freedom Franklin, Massachusetts $209M AUM 32.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Franklin US Small Cap Multifactor Index ETF (FLQS) stake by 36% in Q1 2026, buying an estimated $111K and bringing the position to 9,456 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #2174.

Carson Wealth (CWM LLC) first reported a position in FLQS in Q3 2024 and has held it in 7 quarters since. 26 funds tracked by Wall St. Rank hold FLQS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,456 shares of Franklin US Small Cap Multifactor Index ETF worth $404K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,493 Franklin US Small Cap Multifactor Index ETF shares in Q1 2026, an estimated $111K.
  • Franklin US Small Cap Multifactor Index ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2174 holding.
  • Carson Wealth (CWM LLC) first reported a position in Franklin US Small Cap Multifactor Index ETF in Q3 2024 and has held it in 7 quarters since.
  • 26 funds tracked by Wall St. Rank held Franklin US Small Cap Multifactor Index ETF as of Q1 2026.

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