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IAG Wealth Partners’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

IAG Wealth Partners’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 		$3.65M Sell
63,055
-1,475
-2% -$83.7K 0.36% 50
2026
Q1 		$3.54M Buy
64,530
+2,708
+4% +$154K 0.4% 47
2025
Q4 		$3.48M Buy
61,822
+5,592
+10% +$314K 0.4% 46
2025
Q3 		$3.17M Buy
56,230
+9,658
+21% +$540K 0.38% 47
2025
Q2 		$2.53M Buy
46,572
+29,272
+169% +$1.54M 0.33% 48
2025
Q1 		$917K Buy
17,300
+17,174
+13,630% +$938K 0.14% 64
2024
Q4 		$6.84K Buy
+126
New +$7.09K ﹤0.01% 391
2023
Q1 		– Sell
-105
Closed -$4.36K – 465
2022
Q4 		$4.36K Hold
105
– – ﹤0.01% 374
2022
Q3 		$4K Sell
105
-374
-78% -$15.4K ﹤0.01% 357
2022
Q2 		$19K Sell
479
-724
-60% -$30.2K 0.01% 210
2022
Q1 		$54K Buy
+1,203
New +$53.5K 0.02% 132

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

IAG Wealth Partners's FLQM Position: Q2 2026 in Review

IAG Wealth Partners reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 2.3% in Q2 2026, selling an estimated $83.7K and leaving 63,055 shares worth $3.65M. The position accounts for 0.36% of the portfolio, ranked #50.

IAG Wealth Partners first reported a position in FLQM in Q1 2022 and has held it in 11 quarters since. 166 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • IAG Wealth Partners held 63,055 shares of Franklin US Mid Cap Multifactor Index ETF worth $3.65M as of Q2 2026.
  • IAG Wealth Partners sold 1,475 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $83.7K.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.36% of IAG Wealth Partners's portfolio in Q2 2026, its #50 holding.
  • IAG Wealth Partners first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2022 and has held it in 11 quarters since.
  • 166 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.