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
Q2 		$17.3M Sell
297,592
-21,396
-7% -$1.21M 0.01% 723
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 $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

Jones Financial Companies's FLQM Position: Q2 2026 in Review

Jones Financial Companies reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 6.7% in Q2 2026, selling an estimated $1.21M and leaving 297,592 shares worth $17.3M. The position accounts for 0.01% of the portfolio, ranked #723.

Jones Financial Companies first reported a position in FLQM in Q1 2024 and has held it in 10 quarters since. The position peaked at $17.7M in Q4 2025. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • Jones Financial Companies held 297,592 shares of Franklin US Mid Cap Multifactor Index ETF worth $17.3M as of Q2 2026.
  • Jones Financial Companies sold 21,396 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $1.21M.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #723 holding.
  • Jones Financial Companies first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2024 and has held it in 10 quarters since.
  • Jones Financial Companies's Franklin US Mid Cap Multifactor Index ETF position peaked at $17.7M in Q4 2025.
  • 167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.