Clear Point Advisors’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Clear Point Advisors’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 Q2	$521K	Buy	+9,002	New	+$511K	0.46%	57
2026 Q1	–	Sell	-10,352	Closed	-$582K	–	90
2025 Q4	$582K	Sell	10,352 -510	-5%	-$28.6K	0.45%	67
2025 Q3	$613K	Buy	10,862 +112	+1%	+$6.26K	0.48%	65
2025 Q2	$584K	Sell	10,750 -1,930	-15%	-$101K	0.49%	61
2025 Q1	$672K	Sell	12,680 -706	-5%	-$38.6K	0.6%	47
2024 Q4	$727K	Buy	13,386 +9	+0.1%	+$506	0.62%	44
2024 Q3	$745K	Sell	13,377 -653	-5%	-$34.8K	0.58%	42
2024 Q2	$720K	Buy	14,030 +1,144	+9%	+$58.9K	0.59%	43
2024 Q1	$689K	Buy	12,886 +410	+3%	+$20.4K	0.57%	48
2023 Q4	$600K	Buy	+12,476	New	+$552K	0.53%	50

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

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

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

LFG

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Clear Point Advisors's FLQM Position: Q2 2026 in Review

Clear Point Advisors opened a new position in Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q2 2026: 9,002 shares worth $521K. The stake represents 0.46% of the portfolio and ranks #57 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in FLQM as recently as Q4 2025.

Clear Point Advisors first reported a position in FLQM in Q4 2023 and has held it in 10 quarters since. The position peaked at $745K in Q3 2024. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

Clear Point Advisors held 9,002 shares of Franklin US Mid Cap Multifactor Index ETF worth $521K as of Q2 2026.
Franklin US Mid Cap Multifactor Index ETF was a new Clear Point Advisors position in Q2 2026.
Franklin US Mid Cap Multifactor Index ETF made up 0.46% of Clear Point Advisors's portfolio in Q2 2026, its #57 holding.
Clear Point Advisors first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2023 and has held it in 10 quarters since.
Clear Point Advisors's Franklin US Mid Cap Multifactor Index ETF position peaked at $745K in Q3 2024.
167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.