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Keystone Financial Group (Kentucky)’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Keystone Financial Group (Kentucky)’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 		$260K Sell
4,494
-300
-6% -$17K 0.02% 470
2026
Q1 		$264K Buy
4,794
+325
+7% +$18.5K 0.02% 424
2025
Q4 		$251K Buy
4,469
+683
+18% +$38.3K 0.02% 388
2025
Q3 		$214K Buy
+3,786
New +$211K 0.02% 392

Other funds holding FLQM

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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
Larson Financial Group
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 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

Keystone Financial Group (Kentucky)'s FLQM Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 6.3% in Q2 2026, selling an estimated $17K and leaving 4,494 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #470.

Keystone Financial Group (Kentucky) first reported a position in FLQM in Q3 2025 and has held it in 4 quarters since. The position peaked at $264K in Q1 2026. 166 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 4,494 shares of Franklin US Mid Cap Multifactor Index ETF worth $260K as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 300 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $17K.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #470 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2025 and has held it in 4 quarters since.
  • Keystone Financial Group (Kentucky)'s Franklin US Mid Cap Multifactor Index ETF position peaked at $264K in Q1 2026.
  • 166 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.