Cerity Partners
FLQM icon

Cerity Partners’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Cerity Partners’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
Q2 		– Sell
-6,111
Closed -$324K – 2683
2025
Q1 		$324K Hold
6,111
– – ﹤0.01% 1987
2024
Q4 		$332K Buy
+6,111
New +$344K ﹤0.01% 1984

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Orgel Wealth Management
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Carson Wealth (CWM LLC)
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bogart Wealth LLC
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners's FLQM Position: Q2 2025 in Review

Cerity Partners sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q2 2025, closing a stake of 6,111 shares — an estimated $324K sold.

Cerity Partners first reported a position in FLQM in Q4 2024 and held it in 2 quarters. The position peaked at $332K in Q4 2024. 165 funds tracked by Wall St. Rank hold FLQM as of Q2 2025.

  • Cerity Partners reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q2 2025 after selling out during the quarter.
  • Cerity Partners sold 6,111 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2025, an estimated $324K.
  • Cerity Partners first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2024 and held it in 2 quarters.
  • Cerity Partners's Franklin US Mid Cap Multifactor Index ETF position peaked at $332K in Q4 2024.
  • 165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2025.

Based on Cerity Partners's 13F filing for Q2 2025, filed 13 Aug 2025.