Investor's Fiduciary Advisor Network’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Investor's Fiduciary Advisor Network’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	–	Sell	-4,114	Closed	-$231K	–	283
2025 Q4	$231K	Sell	4,114 -350	-8%	-$19.6K	0.05%	253
2025 Q3	$251K	Sell	4,464 -2,034	-31%	-$114K	0.09%	211
2025 Q2	$352K	Sell	6,498 -1,465	-18%	-$77K	0.13%	165
2025 Q1	$422K	Buy	7,963 +2,136	+37%	+$117K	0.2%	119
2024 Q4	$316K	Buy	+5,827	New	+$328K	0.12%	163

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

Investor's Fiduciary Advisor Network's FLQM Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q1 2026, closing a stake of 4,114 shares — an estimated $231K sold.

Investor's Fiduciary Advisor Network first reported a position in FLQM in Q4 2024 and held it in 5 quarters. The position peaked at $422K in Q1 2025. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

Investor's Fiduciary Advisor Network reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q1 2026 after selling out during the quarter.
Investor's Fiduciary Advisor Network sold 4,114 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $231K.
Investor's Fiduciary Advisor Network first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2024 and held it in 5 quarters.
Investor's Fiduciary Advisor Network's Franklin US Mid Cap Multifactor Index ETF position peaked at $422K in Q1 2025.
165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.