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Independent Advisor Alliance’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Independent Advisor Alliance’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 		– Sell
-104,772
Closed -$5.76M – 1234
2026
Q1 		$5.76M Buy
+104,772
New +$5.97M 0.06% 282
2025
Q1 		– Sell
-44,181
Closed -$2.4M – 979
2024
Q4 		$2.4M Buy
+44,181
New +$2.48M 0.03% 467

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

Independent Advisor Alliance's FLQM Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q2 2026, closing a stake of 104,772 shares — an estimated $5.76M sold.

Independent Advisor Alliance first reported a position in FLQM in Q4 2024 and held it in 2 quarters. The position peaked at $5.76M in Q1 2026. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 104,772 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $5.76M.
  • Independent Advisor Alliance first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Franklin US Mid Cap Multifactor Index ETF position peaked at $5.76M in Q1 2026.
  • 167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.