Jones Financial Companies
FLQM icon

Jones Financial Companies’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Jones Financial Companies’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 		$17.2M Buy
318,988
+4,609
+1% +$263K 0.01% 646
2025
Q4 		$17.7M Buy
314,379
+18,624
+6% +$1.05M 0.01% 339
2025
Q3 		$16.7M Buy
295,755
+75,758
+34% +$4.23M 0.01% 319
2025
Q2 		$11.9M Buy
219,997
+89,027
+68% +$4.68M 0.01% 333
2025
Q1 		$6.89M Buy
130,970
+66,726
+104% +$3.65M 0.01% 367
2024
Q4 		$3.49M Buy
64,244
+37,465
+140% +$2.11M ﹤0.01% 430
2024
Q3 		$1.49M Buy
26,779
+24,474
+1,062% +$1.3M ﹤0.01% 507
2024
Q2 		$118K Buy
2,305
+2,055
+822% +$106K ﹤0.01% 994
2024
Q1 		$13.4K Buy
+250
New +$12.4K ﹤0.01% 1001

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
HG
Harbor Group Bedford, New Hampshire $692M AUM 13% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.12B AUM 22.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return