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

Concurrent Investment 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 		$1.72M Buy
29,709
+3,546
+14% +$201K 0.01% 768
2026
Q1 		$1.44M Buy
26,163
+728
+3% +$41.5K 0.02% 727
2025
Q4 		$1.43M Buy
25,435
+1,613
+7% +$90.5K 0.02% 694
2025
Q3 		$1.34M Buy
+23,822
New +$1.33M 0.02% 572

Other funds holding FLQM

HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SHFA
Sherrill & Hutchins Financial Advisory Atlanta, Georgia $209M AUM 15.48% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
T
TrustBank Olney, Illinois $295M AUM
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return

Concurrent Investment Advisors's FLQM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 14% in Q2 2026, buying an estimated $201K and bringing the position to 29,709 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #768.

Concurrent Investment Advisors first reported a position in FLQM in Q3 2025 and has held it in 4 quarters since. 79 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • Concurrent Investment Advisors held 29,709 shares of Franklin US Mid Cap Multifactor Index ETF worth $1.72M as of Q2 2026.
  • Concurrent Investment Advisors bought 3,546 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $201K.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #768 holding.
  • Concurrent Investment Advisors first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2025 and has held it in 4 quarters since.
  • 79 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.