Global Retirement Partners’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

Global Retirement Partners’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
2023 Q1	–	Sell	-295	Closed	-$11.6K	–	3256
2022 Q4	$11.6K	Hold	295	–	–	﹤0.01%	1724
2022 Q3	$12K	Hold	295	–	–	﹤0.01%	1606
2022 Q2	$11K	Hold	295	–	–	﹤0.01%	1588
2022 Q1	$12K	Buy	+295	New	+$13K	﹤0.01%	1549

Other funds holding FLQL

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Global Retirement Partners's FLQL Position: Q1 2023 in Review

Global Retirement Partners sold out of Franklin US Large Cap Multifactor Index ETF (FLQL) in Q1 2023, closing a stake of 295 shares — an estimated $11.6K sold.

Global Retirement Partners first reported a position in FLQL in Q1 2022 and held it in 4 quarters. The position peaked at $12K in Q3 2022. 53 funds tracked by Wall St. Rank hold FLQL as of Q1 2023.

Global Retirement Partners reported no remaining Franklin US Large Cap Multifactor Index ETF position as of Q1 2023 after selling out during the quarter.
Global Retirement Partners sold 295 Franklin US Large Cap Multifactor Index ETF shares in Q1 2023, an estimated $11.6K.
Global Retirement Partners first reported a position in Franklin US Large Cap Multifactor Index ETF in Q1 2022 and held it in 4 quarters.
Global Retirement Partners's Franklin US Large Cap Multifactor Index ETF position peaked at $12K in Q3 2022.
53 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q1 2023.

Based on Global Retirement Partners's 13F filing for Q1 2023, filed 8 May 2023.