Cornerstone Wealth Management’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Cornerstone Wealth Management’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	$565K	Hold	9,759	–	–	0.02%	460
2026 Q1	$536K	Sell	9,759 -635	-6%	-$36.2K	0.03%	436
2025 Q4	$585K	Buy	10,394 +534	+5%	+$30K	0.03%	390
2025 Q3	$557K	Sell	9,860 -1,041	-10%	-$58.2K	0.03%	394
2025 Q2	$592K	Buy	10,901 +735	+7%	+$38.6K	0.04%	357
2025 Q1	$539K	Buy	10,166 +4,041	+66%	+$221K	0.04%	348
2024 Q4	$333K	Buy	+6,125	New	+$344K	0.02%	438
2024 Q2	–	Sell	-26,101	Closed	-$1.4M	–	560
2024 Q1	$1.4M	Buy	26,101 +1,289	+5%	+$64.2K	0.11%	160
2023 Q4	$1.19M	Buy	+24,812	New	+$1.1M	0.1%	172

Other funds holding FLQM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Cornerstone Wealth Management's FLQM Position: Q2 2026 in Review

Cornerstone Wealth Management held its Franklin US Mid Cap Multifactor Index ETF (FLQM) position steady in Q2 2026 at 9,759 shares worth $565K. The position accounts for 0.02% of the portfolio, ranked #460.

Cornerstone Wealth Management first reported a position in FLQM in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.4M in Q1 2024. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

Cornerstone Wealth Management held 9,759 shares of Franklin US Mid Cap Multifactor Index ETF worth $565K as of Q2 2026.
Cornerstone Wealth Management left its Franklin US Mid Cap Multifactor Index ETF share count unchanged in Q2 2026.
Franklin US Mid Cap Multifactor Index ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #460 holding.
Cornerstone Wealth Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2023 and has held it in 9 quarters since.
Cornerstone Wealth Management's Franklin US Mid Cap Multifactor Index ETF position peaked at $1.4M in Q1 2024.
167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.