KAS
FLQM icon

KPP Advisory Services’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

KPP Advisory Services’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
Q1 		$4.86M Sell
88,493
-5,694
-6% -$325K 0.71% 32
2025
Q4 		$5.3M Buy
94,187
+12,811
+16% +$719K 0.77% 29
2025
Q3 		$4.59M Sell
81,376
-13,729
-14% -$767K 0.68% 34
2025
Q2 		$5.17M Sell
95,105
-3,351
-3% -$176K 0.85% 29
2025
Q1 		$5.22M Buy
98,456
+21,825
+28% +$1.19M 0.99% 25
2024
Q4 		$4.16M Buy
76,631
+1,265
+2% +$71.1K 0.98% 23
2024
Q3 		$4.2M Buy
75,366
+30,983
+70% +$1.65M 1.01% 24
2024
Q2 		$2.28M Sell
44,383
-42,880
-49% -$2.21M 0.61% 46
2024
Q1 		$4.67M Buy
+87,263
New +$4.34M 1.28% 18
2023
Q4 		– Sell
-81,862
Closed -$3.52M – 150
2023
Q3 		$3.52M Buy
+81,862
New +$3.67M 1.16% 17

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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
HG
Harbor Group Bedford, New Hampshire $692M AUM 13% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return