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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
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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $3.13B AUM 22.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Greykasell Wealth Strategies's FLQM Position: Q1 2026 in Review

Greykasell Wealth Strategies held its Franklin US Mid Cap Multifactor Index ETF (FLQM) position steady in Q1 2026 at 6,980 shares worth $383K. The position accounts for 0.15% of the portfolio, ranked #104.

Greykasell Wealth Strategies first reported a position in FLQM in Q2 2025 and has held it in 4 quarters since. The position peaked at $394K in Q3 2025. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

  • Greykasell Wealth Strategies held 6,980 shares of Franklin US Mid Cap Multifactor Index ETF worth $383K as of Q1 2026.
  • Greykasell Wealth Strategies left its Franklin US Mid Cap Multifactor Index ETF share count unchanged in Q1 2026.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.15% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #104 holding.
  • Greykasell Wealth Strategies first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q2 2025 and has held it in 4 quarters since.
  • Greykasell Wealth Strategies's Franklin US Mid Cap Multifactor Index ETF position peaked at $394K in Q3 2025.
  • 165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.