Certified Advisory Corp’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Certified Advisory Corp’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	–	Sell	-73,178	Closed	-$4.12M	–	323
2025 Q4	$4.12M	Buy	73,178 +506	+0.7%	+$28.4K	0.38%	71
2025 Q3	$4.1M	Buy	72,672 +561	+0.8%	+$31.3K	0.39%	68
2025 Q2	$3.92M	Buy	72,111 +4,631	+7%	+$243K	0.41%	67
2025 Q1	$3.58M	Sell	67,480 -619	-0.9%	-$33.8K	0.41%	68
2024 Q4	$3.7M	Buy	68,099 +4,063	+6%	+$229K	0.4%	72
2024 Q3	$3.57M	Buy	+64,036	New	+$3.41M	0.4%	71

Other funds holding FLQM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Certified Advisory Corp's FLQM Position: Q1 2026 in Review

Certified Advisory Corp sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q1 2026, closing a stake of 73,178 shares — an estimated $4.12M sold.

Certified Advisory Corp first reported a position in FLQM in Q3 2024 and held it in 6 quarters. The position peaked at $4.12M in Q4 2025. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

Certified Advisory Corp reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q1 2026 after selling out during the quarter.
Certified Advisory Corp sold 73,178 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $4.12M.
Certified Advisory Corp first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2024 and held it in 6 quarters.
Certified Advisory Corp's Franklin US Mid Cap Multifactor Index ETF position peaked at $4.12M in Q4 2025.
165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on Certified Advisory Corp's 13F filing for Q1 2026, filed 17 Apr 2026.