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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

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

Kingsview Wealth Management's FLQM Position: Q3 2025 in Review

Kingsview Wealth Management sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q3 2025, closing a stake of 23,886 shares — an estimated $1.3M sold.

Kingsview Wealth Management first reported a position in FLQM in Q4 2023 and held it in 7 quarters. The position peaked at $1.32M in Q1 2025. 163 funds tracked by Wall St. Rank hold FLQM as of Q3 2025.

Kingsview Wealth Management reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q3 2025 after selling out during the quarter.
Kingsview Wealth Management sold 23,886 Franklin US Mid Cap Multifactor Index ETF shares in Q3 2025, an estimated $1.3M.
Kingsview Wealth Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2023 and held it in 7 quarters.
Kingsview Wealth Management's Franklin US Mid Cap Multifactor Index ETF position peaked at $1.32M in Q1 2025.
163 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.