CFFP
FLQM icon

Center for Financial Planning’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Center for Financial Planning’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
2025
Q4 		– Sell
-322
Closed -$18.2K – 714
2025
Q3 		$18.2K Buy
+322
New +$18K ﹤0.01% 432

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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 $851M AUM 15.46% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Center for Financial Planning's FLQM Position: Q4 2025 in Review

Center for Financial Planning sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q4 2025, closing a stake of 322 shares — an estimated $18.2K sold.

Center for Financial Planning first reported a position in FLQM in Q3 2025 and held it in 1 quarter. The position peaked at $18.2K in Q3 2025. 171 funds tracked by Wall St. Rank hold FLQM as of Q4 2025.

  • Center for Financial Planning reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q4 2025 after selling out during the quarter.
  • Center for Financial Planning sold 322 Franklin US Mid Cap Multifactor Index ETF shares in Q4 2025, an estimated $18.2K.
  • Center for Financial Planning first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2025 and held it in 1 quarter.
  • Center for Financial Planning's Franklin US Mid Cap Multifactor Index ETF position peaked at $18.2K in Q3 2025.
  • 171 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.