Crux Wealth Advisors’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

Crux Wealth Advisors’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
2026 Q1	$1.06M	Sell	15,604 -240	-2%	-$16.9K	0.41%	73
2025 Q4	$1.1M	Sell	15,844 -5,382	-25%	-$371K	0.41%	75
2025 Q3	$1.45M	Sell	21,226 -2,328	-10%	-$153K	0.58%	52
2025 Q2	$1.49M	Sell	23,554 -27,929	-54%	-$1.62M	0.63%	47
2025 Q1	$2.91M	Buy	51,483 +1,803	+4%	+$107K	1.51%	17
2024 Q4	$2.91M	Buy	+49,680	New	+$2.95M	1.62%	16

Other funds holding FLQL

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Crux Wealth Advisors's FLQL Position: Q1 2026 in Review

Crux Wealth Advisors reduced its Franklin US Large Cap Multifactor Index ETF (FLQL) stake by 1.5% in Q1 2026, selling an estimated $16.9K and leaving 15,604 shares worth $1.06M. The position accounts for 0.41% of the portfolio, ranked #73.

Crux Wealth Advisors first reported a position in FLQL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.91M in Q4 2024. 91 funds tracked by Wall St. Rank hold FLQL as of Q1 2026.

Crux Wealth Advisors held 15,604 shares of Franklin US Large Cap Multifactor Index ETF worth $1.06M as of Q1 2026.
Crux Wealth Advisors sold 240 Franklin US Large Cap Multifactor Index ETF shares in Q1 2026, an estimated $16.9K.
Franklin US Large Cap Multifactor Index ETF made up 0.41% of Crux Wealth Advisors's portfolio in Q1 2026, its #73 holding.
Crux Wealth Advisors first reported a position in Franklin US Large Cap Multifactor Index ETF in Q4 2024 and has held it in 6 quarters since.
Crux Wealth Advisors's Franklin US Large Cap Multifactor Index ETF position peaked at $2.91M in Q4 2024.
91 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q1 2026.

Based on Crux Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.