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

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IAG Wealth Partners's FLQM Position: Q1 2026 in Review

IAG Wealth Partners increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 4.4% in Q1 2026, buying an estimated $154K and bringing the position to 64,530 shares worth $3.54M. The position accounts for 0.4% of the portfolio, ranked #47.

IAG Wealth Partners first reported a position in FLQM in Q1 2022 and has held it in 10 quarters since. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

IAG Wealth Partners held 64,530 shares of Franklin US Mid Cap Multifactor Index ETF worth $3.54M as of Q1 2026.
IAG Wealth Partners bought 2,708 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $154K.
Franklin US Mid Cap Multifactor Index ETF made up 0.4% of IAG Wealth Partners's portfolio in Q1 2026, its #47 holding.
IAG Wealth Partners first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2022 and has held it in 10 quarters since.
165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.