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Garton & Associates Financial Advisors’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Garton & Associates Financial Advisors’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
Q1 		– Sell
-4,021
Closed -$226K – 318
2025
Q4 		$226K Buy
+4,021
New +$226K 0.13% 125

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OWM
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Garton & Associates Financial Advisors's FLQM Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q1 2026, closing a stake of 4,021 shares — an estimated $226K sold.

Garton & Associates Financial Advisors first reported a position in FLQM in Q4 2025 and held it in 1 quarter. The position peaked at $226K in Q4 2025. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 4,021 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $226K.
  • Garton & Associates Financial Advisors first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Franklin US Mid Cap Multifactor Index ETF position peaked at $226K in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.