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

Keystone Financial Services (Nebraska)’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	$8.88M	Buy	153,341 +3,028	+2%	+$172K	5.33%	6
2026 Q1	$8.26M	Buy	150,313 +9,253	+7%	+$528K	5.55%	6
2025 Q4	$7.94M	Buy	141,060 +4,394	+3%	+$247K	5.41%	5
2025 Q3	$7.71M	Buy	136,666 +5,132	+4%	+$287K	5.4%	5
2025 Q2	$7.14M	Buy	131,534 +6,397	+5%	+$336K	5.43%	5
2025 Q1	$6.63M	Buy	125,137 +8,136	+7%	+$444K	5.62%	5
2024 Q4	$6.35M	Buy	+117,001	New	+$6.58M	5.83%	5

Other funds holding FLQM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Keystone Financial Services (Nebraska)'s FLQM Position: Q2 2026 in Review

Keystone Financial Services (Nebraska) increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 2% in Q2 2026, buying an estimated $172K and bringing the position to 153,341 shares worth $8.88M. The position accounts for 5.33% of the portfolio, ranked #6.

Keystone Financial Services (Nebraska) first reported a position in FLQM in Q4 2024 and has held it in 7 quarters since. 166 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

Keystone Financial Services (Nebraska) held 153,341 shares of Franklin US Mid Cap Multifactor Index ETF worth $8.88M as of Q2 2026.
Keystone Financial Services (Nebraska) bought 3,028 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $172K.
Franklin US Mid Cap Multifactor Index ETF made up 5.33% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #6 holding.
Keystone Financial Services (Nebraska) first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2024 and has held it in 7 quarters since.
166 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Keystone Financial Services (Nebraska)'s 13F filing for Q2 2026, filed 24 Jul 2026.