KMG Fiduciary Partners’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

KMG Fiduciary Partners’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	–	Sell	-84,997	Closed	-$4.67M	–	229
2026 Q1	$4.67M	Buy	84,997 +1,771	+2%	+$101K	0.35%	82
2025 Q4	$4.68M	Buy	83,226 +1,093	+1%	+$61.3K	0.33%	73
2025 Q3	$4.64M	Buy	82,133 +1,861	+2%	+$104K	0.31%	73
2025 Q2	$4.36M	Buy	80,272 +6,867	+9%	+$361K	0.32%	72
2025 Q1	$3.89M	Buy	73,405 +11,299	+18%	+$617K	0.32%	77
2024 Q4	$3.37M	Buy	62,106 +4,892	+9%	+$275K	0.28%	87
2024 Q3	$3.19M	Buy	57,214 +45,026	+369%	+$2.4M	0.28%	85
2024 Q2	$625K	Buy	+12,188	New	+$627K	0.06%	172

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

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 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

KMG Fiduciary Partners's FLQM Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q2 2026, closing a stake of 84,997 shares — an estimated $4.67M sold.

KMG Fiduciary Partners first reported a position in FLQM in Q2 2024 and held it in 8 quarters. The position peaked at $4.68M in Q4 2025. 166 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

KMG Fiduciary Partners reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q2 2026 after selling out during the quarter.
KMG Fiduciary Partners sold 84,997 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $4.67M.
KMG Fiduciary Partners first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q2 2024 and held it in 8 quarters.
KMG Fiduciary Partners's Franklin US Mid Cap Multifactor Index ETF position peaked at $4.68M in Q4 2025.
166 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.