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GeoWealth Management’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

GeoWealth Management’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
2025
Q3 		– Sell
-32
Closed -$2.02K – 925
2025
Q2 		$2.02K Buy
+32
New +$1.86K ﹤0.01% 1164
2025
Q1 		– Sell
-1
Closed -$35 – 1314
2024
Q4 		$35 Sell
1
-5,300
-100% -$315K ﹤0.01% 1782
2024
Q3 		$308K Buy
+5,301
New +$298K 0.01% 594

Other funds holding FLQL

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GeoWealth Management's FLQL Position: Q3 2025 in Review

GeoWealth Management sold out of Franklin US Large Cap Multifactor Index ETF (FLQL) in Q3 2025, closing a stake of 32 shares — an estimated $2.02K sold.

GeoWealth Management first reported a position in FLQL in Q3 2024 and held it in 3 quarters. The position peaked at $308K in Q3 2024. 79 funds tracked by Wall St. Rank hold FLQL as of Q3 2025.

  • GeoWealth Management reported no remaining Franklin US Large Cap Multifactor Index ETF position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 32 Franklin US Large Cap Multifactor Index ETF shares in Q3 2025, an estimated $2.02K.
  • GeoWealth Management first reported a position in Franklin US Large Cap Multifactor Index ETF in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's Franklin US Large Cap Multifactor Index ETF position peaked at $308K in Q3 2024.
  • 79 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.