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FLQM icon

BFC Planning, Inc.’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

BFC Planning, Inc.’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 		$847K Sell
14,637
-823
-5% -$46.7K 0.03% 447
2026
Q1 		$849K Sell
15,460
-258
-2% -$14.7K 0.04% 409
2025
Q4 		$884K Buy
15,718
+1,084
+7% +$60.8K 0.04% 393
2025
Q3 		$826K Sell
14,634
-1,597
-10% -$89.2K 0.06% 269
2025
Q2 		$881K Sell
16,231
-2,603
-14% -$137K 0.07% 246
2025
Q1 		$998K Buy
18,834
+7,683
+69% +$420K 0.09% 201
2024
Q4 		$606K Buy
+11,151
New +$627K 0.05% 295

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 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 $106B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFC Planning, Inc.'s FLQM Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 5.3% in Q2 2026, selling an estimated $46.7K and leaving 14,637 shares worth $847K. The position accounts for 0.03% of the portfolio, ranked #447.

BFC Planning, Inc. first reported a position in FLQM in Q4 2024 and has held it in 7 quarters since. The position peaked at $998K in Q1 2025. 168 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • BFC Planning, Inc. held 14,637 shares of Franklin US Mid Cap Multifactor Index ETF worth $847K as of Q2 2026.
  • BFC Planning, Inc. sold 823 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $46.7K.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #447 holding.
  • BFC Planning, Inc. first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Franklin US Mid Cap Multifactor Index ETF position peaked at $998K in Q1 2025.
  • 168 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.