Envestnet Asset Management
FLQM icon

Envestnet Asset Management’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Envestnet Asset 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 		$16.7M Buy
288,323
+16,368
+6% +$929K ﹤0.01% 1586
2026
Q1 		$14.9M Buy
271,955
+19,316
+8% +$1.1M ﹤0.01% 1551
2025
Q4 		$14.2M Buy
252,639
+14,520
+6% +$815K ﹤0.01% 1454
2025
Q3 		$13.4M Sell
238,119
-15,145
-6% -$846K ﹤0.01% 1573
2025
Q2 		$13.8M Sell
253,264
-9,409
-4% -$495K ﹤0.01% 1521
2025
Q1 		$13.9M Buy
262,673
+54,965
+26% +$3M ﹤0.01% 1433
2024
Q4 		$11.3M Buy
207,708
+6,660
+3% +$375K ﹤0.01% 1557
2024
Q3 		$11.2M Buy
201,048
+194,178
+2,826% +$10.4M ﹤0.01% 1555
2024
Q2 		$352K Buy
6,870
+1,605
+30% +$82.6K ﹤0.01% 3638
2024
Q1 		$281K Buy
5,265
+386
+8% +$19.2K ﹤0.01% 3754
2023
Q4 		$235K Sell
4,879
-2,161
-31% -$95.7K ﹤0.01% 3741
2023
Q3 		$302K Buy
+7,040
New +$316K ﹤0.01% 3527
2023
Q2 		– Sell
-8,745
Closed -$378K – 3994
2023
Q1 		$378K Buy
8,745
+761
+10% +$32.9K ﹤0.01% 3326
2022
Q4 		$332K Buy
7,984
+1,608
+25% +$66.2K ﹤0.01% 3355
2022
Q3 		$239K Buy
+6,376
New +$262K ﹤0.01% 3493

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
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
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management's FLQM Position: Q2 2026 in Review

Envestnet Asset Management increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 6% in Q2 2026, buying an estimated $929K and bringing the position to 288,323 shares worth $16.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1586.

Envestnet Asset Management first reported a position in FLQM in Q3 2022 and has held it in 15 quarters since. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • Envestnet Asset Management held 288,323 shares of Franklin US Mid Cap Multifactor Index ETF worth $16.7M as of Q2 2026.
  • Envestnet Asset Management bought 16,368 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $929K.
  • Franklin US Mid Cap Multifactor Index ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1586 holding.
  • Envestnet Asset Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2022 and has held it in 15 quarters since.
  • 167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.