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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
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

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OWM
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Raymond James Financial
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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 $692M AUM 13% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return