EWM
FLQM icon

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

Evolution 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 		$6.54K Hold
113
– – ﹤0.01% 655
2026
Q1 		$6.21K Hold
113
– – ﹤0.01% 587
2025
Q4 		$6.36K Buy
+113
New +$6.34K 0.01% 504

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

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

Evolution Wealth Management held its Franklin US Mid Cap Multifactor Index ETF (FLQM) position steady in Q2 2026 at 113 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Evolution Wealth Management first reported a position in FLQM in Q4 2025 and has held it in 3 quarters since. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • Evolution Wealth Management held 113 shares of Franklin US Mid Cap Multifactor Index ETF worth $6.54K as of Q2 2026.
  • Evolution 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 ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #655 holding.
  • Evolution Wealth Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

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