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 Q2	$1.19M	Sell	15,148 -456	-3%	-$34.3K	0.41%	70
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 $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

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Crux Wealth Advisors's FLQL Position: Q2 2026 in Review

Crux Wealth Advisors reduced its Franklin US Large Cap Multifactor Index ETF (FLQL) stake by 2.9% in Q2 2026, selling an estimated $34.3K and leaving 15,148 shares worth $1.19M. The position accounts for 0.41% of the portfolio, ranked #70.

Crux Wealth Advisors first reported a position in FLQL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.91M in Q4 2024. 99 funds tracked by Wall St. Rank hold FLQL as of Q2 2026.

Crux Wealth Advisors held 15,148 shares of Franklin US Large Cap Multifactor Index ETF worth $1.19M as of Q2 2026.
Crux Wealth Advisors sold 456 Franklin US Large Cap Multifactor Index ETF shares in Q2 2026, an estimated $34.3K.
Franklin US Large Cap Multifactor Index ETF made up 0.41% of Crux Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Crux Wealth Advisors first reported a position in Franklin US Large Cap Multifactor Index ETF in Q4 2024 and has held it in 7 quarters since.
Crux Wealth Advisors's Franklin US Large Cap Multifactor Index ETF position peaked at $2.91M in Q4 2024.
99 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.