IWC
FLQM icon

Integrated Wealth Concepts’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Integrated Wealth Concepts’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
Q3 		– Sell
-8,887
Closed -$483K – 2009
2025
Q2 		$483K Buy
+8,887
New +$467K ﹤0.01% 1297
2025
Q1 		– Sell
-9,842
Closed -$535K – 1779
2024
Q4 		$535K Buy
9,842
+767
+8% +$43.1K 0.01% 1093
2024
Q3 		$505K Sell
9,075
-1,596
-15% -$85.1K 0.01% 1079
2024
Q2 		$547K Buy
10,671
+447
+4% +$23K 0.01% 1007
2024
Q1 		$547K Buy
10,224
+2,742
+37% +$136K 0.01% 1018
2023
Q4 		$360K Buy
7,482
+598
+9% +$26.5K 0.01% 1163
2023
Q3 		$296K Buy
+6,884
New +$309K 0.01% 1235

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $692M AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return