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Continuum Advisory’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

Continuum Advisory’s Portfolio FLQL Stock Details FLQL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-193
Closed -$10.7K – 1955
2024
Q2 		$10.7K Hold
193
– – ﹤0.01% 927
2024
Q1 		$10.1K Buy
+193
New +$9.76K ﹤0.01% 933

Other funds holding FLQL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Continuum Advisory's FLQL Position: Q3 2024 in Review

Continuum Advisory sold out of Franklin US Large Cap Multifactor Index ETF (FLQL) in Q3 2024, closing a stake of 193 shares — an estimated $10.7K sold.

Continuum Advisory first reported a position in FLQL in Q1 2024 and held it in 2 quarters. The position peaked at $10.7K in Q2 2024. 68 funds tracked by Wall St. Rank hold FLQL as of Q3 2024.

  • Continuum Advisory reported no remaining Franklin US Large Cap Multifactor Index ETF position as of Q3 2024 after selling out during the quarter.
  • Continuum Advisory sold 193 Franklin US Large Cap Multifactor Index ETF shares in Q3 2024, an estimated $10.7K.
  • Continuum Advisory first reported a position in Franklin US Large Cap Multifactor Index ETF in Q1 2024 and held it in 2 quarters.
  • Continuum Advisory's Franklin US Large Cap Multifactor Index ETF position peaked at $10.7K in Q2 2024.
  • 68 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q3 2024.

Based on Continuum Advisory's 13F filing for Q3 2024, filed 15 Nov 2024.