KWM
FLQM icon

Kingsview Wealth Management’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Kingsview Wealth Management’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
2025
Q3 		– Sell
-23,886
Closed -$1.3M – 1229
2025
Q2 		$1.3M Sell
23,886
-1,097
-4% -$57.7K 0.02% 519
2025
Q1 		$1.32M Buy
24,983
+1,933
+8% +$106K 0.03% 475
2024
Q4 		$1.25M Sell
23,050
-103
-0.4% -$5.79K 0.02% 494
2024
Q3 		$1.29M Buy
23,153
+4,888
+27% +$261K 0.03% 475
2024
Q2 		$937K Buy
18,265
+1,531
+9% +$78.8K 0.02% 530
2024
Q1 		$895K Buy
16,734
+484
+3% +$24.1K 0.02% 524
2023
Q4 		$782K Buy
+16,250
New +$719K 0.02% 531

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $692M AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return