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HBW Advisory Services’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

HBW Advisory Services’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
2025
Q2 		– Sell
-22,098
Closed -$1.17M – 405
2025
Q1 		$1.17M Buy
22,098
+1,507
+7% +$82.3K 0.17% 124
2024
Q4 		$1.12M Buy
20,591
+698
+4% +$39.3K 0.11% 127
2024
Q3 		$1.11M Buy
19,893
+393
+2% +$20.9K 0.16% 131
2024
Q2 		$1M Buy
+19,500
New +$1M 0.17% 138

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HBW Advisory Services's FLQM Position: Q2 2025 in Review

HBW Advisory Services sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q2 2025, closing a stake of 22,098 shares — an estimated $1.17M sold.

HBW Advisory Services first reported a position in FLQM in Q2 2024 and held it in 4 quarters. The position peaked at $1.17M in Q1 2025. 165 funds tracked by Wall St. Rank hold FLQM as of Q2 2025.

  • HBW Advisory Services reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q2 2025 after selling out during the quarter.
  • HBW Advisory Services sold 22,098 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2025, an estimated $1.17M.
  • HBW Advisory Services first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q2 2024 and held it in 4 quarters.
  • HBW Advisory Services's Franklin US Mid Cap Multifactor Index ETF position peaked at $1.17M in Q1 2025.
  • 165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2025.

Based on HBW Advisory Services's 13F filing for Q2 2025, filed 2 Jul 2025.