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

Elevation Capital 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
2026 Q2	–	Sell	-97,571	Closed	-$6.6M	–	67
2026 Q1	$6.6M	Buy	97,571 +18,910	+24%	+$1.33M	2.81%	8
2025 Q4	$5.45M	Buy	+78,661	New	+$5.42M	2.23%	17
2024 Q4	–	Sell	-5,299	Closed	-$308K	–	60
2024 Q3	$308K	Buy	+5,299	New	+$297K	0.14%	47

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

Elevation Capital Advisory's FLQL Position: Q2 2026 in Review

Elevation Capital Advisory sold out of Franklin US Large Cap Multifactor Index ETF (FLQL) in Q2 2026, closing a stake of 97,571 shares — an estimated $6.6M sold.

Elevation Capital Advisory first reported a position in FLQL in Q3 2024 and held it in 3 quarters. The position peaked at $6.6M in Q1 2026. 99 funds tracked by Wall St. Rank hold FLQL as of Q2 2026.

Elevation Capital Advisory reported no remaining Franklin US Large Cap Multifactor Index ETF position as of Q2 2026 after selling out during the quarter.
Elevation Capital Advisory sold 97,571 Franklin US Large Cap Multifactor Index ETF shares in Q2 2026, an estimated $6.6M.
Elevation Capital Advisory first reported a position in Franklin US Large Cap Multifactor Index ETF in Q3 2024 and held it in 3 quarters.
Elevation Capital Advisory's Franklin US Large Cap Multifactor Index ETF position peaked at $6.6M in Q1 2026.
99 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.