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

Clearstead 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 		$28.1K Hold
485
– – ﹤0.01% 1689
2026
Q1 		$26.6K Hold
485
– – ﹤0.01% 1389
2025
Q4 		$27.3K Hold
485
– – ﹤0.01% 1616
2025
Q3 		$27.4K Hold
485
– – ﹤0.01% 1499
2025
Q2 		$26.3K Hold
485
– – ﹤0.01% 1507
2025
Q1 		$25.7K Hold
485
– – ﹤0.01% 1353
2024
Q4 		$26.3K Hold
485
– – ﹤0.01% 1310
2024
Q3 		$27K Hold
485
– – ﹤0.01% 1347
2024
Q2 		$24.9K Hold
485
– – ﹤0.01% 1320
2024
Q1 		$25.2K Hold
485
– – ﹤0.01% 904
2023
Q4 		$23.3K Buy
+485
New +$21.5K ﹤0.01% 912

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
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
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors's FLQM Position: Q2 2026 in Review

Clearstead Advisors held its Franklin US Mid Cap Multifactor Index ETF (FLQM) position steady in Q2 2026 at 485 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

Clearstead Advisors first reported a position in FLQM in Q4 2023 and has held it in 11 quarters since. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • Clearstead Advisors held 485 shares of Franklin US Mid Cap Multifactor Index ETF worth $28.1K as of Q2 2026.
  • Clearstead Advisors left its Franklin US Mid Cap Multifactor Index ETF share count unchanged in Q2 2026.
  • Franklin US Mid Cap Multifactor Index ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1689 holding.
  • Clearstead Advisors first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.