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J.W. Cole Advisors’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

J.W. Cole Advisors’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 		$408K Sell
7,056
-734
-9% -$41.6K 0.01% 1121
2026
Q1 		$428K Sell
7,790
-770
-9% -$43.9K 0.01% 539
2025
Q4 		$482K Sell
8,560
-280
-3% -$15.7K 0.01% 917
2025
Q3 		$499K Buy
8,840
+689
+8% +$38.5K 0.01% 984
2025
Q2 		$443K Buy
8,151
+586
+8% +$30.8K 0.01% 959
2025
Q1 		$401K Buy
+7,565
New +$413K 0.01% 842

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

J.W. Cole Advisors's FLQM Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 9.4% in Q2 2026, selling an estimated $41.6K and leaving 7,056 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #1121.

J.W. Cole Advisors first reported a position in FLQM in Q1 2025 and has held it in 6 quarters since. The position peaked at $499K in Q3 2025. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • J.W. Cole Advisors held 7,056 shares of Franklin US Mid Cap Multifactor Index ETF worth $408K as of Q2 2026.
  • J.W. Cole Advisors sold 734 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $41.6K.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1121 holding.
  • J.W. Cole Advisors first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2025 and has held it in 6 quarters since.
  • J.W. Cole Advisors's Franklin US Mid Cap Multifactor Index ETF position peaked at $499K in Q3 2025.
  • 167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.