IWM
FLQM icon

IHT Wealth Management’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

IHT Wealth Management’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
2024
Q2 		– Sell
-387,976
Closed -$20.7M – 1041
2024
Q1 		$20.7M Buy
387,976
+78,869
+26% +$3.93M 0.83% 19
2023
Q4 		$14.9M Buy
309,107
+293,306
+1,856% +$13M 0.66% 24
2023
Q3 		$679K Buy
15,801
+1,287
+9% +$57.8K 0.03% 462
2023
Q2 		$652K Sell
14,514
-49
-0.3% -$2.12K 0.03% 461
2023
Q1 		$630K Sell
14,563
-539
-4% -$23.3K 0.04% 440
2022
Q4 		$627K Sell
15,102
-287
-2% -$11.8K 0.04% 423
2022
Q3 		$576K Buy
15,389
+295
+2% +$12.1K 0.04% 415
2022
Q2 		$585K Sell
15,094
-401
-3% -$16.7K 0.05% 349
2022
Q1 		$697K Sell
15,495
-4,769
-24% -$212K 0.05% 325
2021
Q4 		$980K Buy
20,264
+1,449
+8% +$67.4K 0.07% 264
2021
Q3 		$825K Sell
18,815
-1,088
-5% -$49.3K 0.07% 288
2021
Q2 		$877K Buy
19,903
+711
+4% +$30.7K 0.06% 354
2021
Q1 		$785K Buy
19,192
+374
+2% +$14.8K 0.06% 327
2020
Q4 		$715K Sell
18,818
-1,532
-8% -$55K 0.06% 309
2020
Q3 		$673K Buy
20,350
+3,859
+23% +$126K 0.07% 270
2020
Q2 		$504K Buy
+16,491
New +$471K 0.07% 285

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IHT Wealth Management's FLQM Position: Q2 2024 in Review

IHT Wealth Management sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q2 2024, closing a stake of 387,976 shares — an estimated $20.7M sold.

IHT Wealth Management first reported a position in FLQM in Q2 2020 and held it in 16 quarters. The position peaked at $20.7M in Q1 2024. 106 funds tracked by Wall St. Rank hold FLQM as of Q2 2024.

  • IHT Wealth Management reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q2 2024 after selling out during the quarter.
  • IHT Wealth Management sold 387,976 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2024, an estimated $20.7M.
  • IHT Wealth Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q2 2020 and held it in 16 quarters.
  • IHT Wealth Management's Franklin US Mid Cap Multifactor Index ETF position peaked at $20.7M in Q1 2024.
  • 106 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2024.

Based on IHT Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.