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

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-160	Closed	-$6.59K	–	868
2024 Q4	$6.59K	Hold	160	–	–	﹤0.01%	1252
2024 Q3	$6.59K	Hold	160	–	–	﹤0.01%	1202
2024 Q2	$6.59K	Buy	+160	New	+$8.49K	﹤0.01%	1128
2023 Q4	$6.59K	Buy	+160	New	+$7.19K	﹤0.01%	1042

Other funds holding FLQL

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Coppell Advisory Solutions's FLQL Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Franklin US Large Cap Multifactor Index ETF (FLQL) in Q1 2025, closing a stake of 160 shares — an estimated $6.59K sold.

Coppell Advisory Solutions first reported a position in FLQL in Q4 2023 and held it in 4 quarters. The position peaked at $6.59K in Q4 2024. 74 funds tracked by Wall St. Rank hold FLQL as of Q1 2025.

Coppell Advisory Solutions reported no remaining Franklin US Large Cap Multifactor Index ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 160 Franklin US Large Cap Multifactor Index ETF shares in Q1 2025, an estimated $6.59K.
Coppell Advisory Solutions first reported a position in Franklin US Large Cap Multifactor Index ETF in Q4 2023 and held it in 4 quarters.
Coppell Advisory Solutions's Franklin US Large Cap Multifactor Index ETF position peaked at $6.59K in Q4 2024.
74 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.