GWS
FLQM icon

Greykasell Wealth Strategies’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Greykasell Wealth Strategies’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 		$404K Hold
6,980
– – 0.15% 105
2026
Q1 		$383K Hold
6,980
– – 0.15% 104
2025
Q4 		$393K Hold
6,980
– – 0.16% 104
2025
Q3 		$394K Hold
6,980
– – 0.17% 100
2025
Q2 		$379K Buy
+6,980
New +$367K 0.18% 96

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

Greykasell Wealth Strategies's FLQM Position: Q2 2026 in Review

Greykasell Wealth Strategies held its Franklin US Mid Cap Multifactor Index ETF (FLQM) position steady in Q2 2026 at 6,980 shares worth $404K. The position accounts for 0.15% of the portfolio, ranked #105.

Greykasell Wealth Strategies first reported a position in FLQM in Q2 2025 and has held it in 5 quarters since. 166 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • Greykasell Wealth Strategies held 6,980 shares of Franklin US Mid Cap Multifactor Index ETF worth $404K as of Q2 2026.
  • Greykasell Wealth Strategies left its Franklin US Mid Cap Multifactor Index ETF share count unchanged in Q2 2026.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.15% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #105 holding.
  • Greykasell Wealth Strategies first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q2 2025 and has held it in 5 quarters since.
  • 166 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.